FGC
SUSB icon

Financial Gravity Companies’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Financial Gravity Companies’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$124K Buy
+4,916
New +$123K 0.02% 200
2024
Q4 		$121K Buy
4,885
+93
+2% +$2.31K 0.03% 182
2024
Q3 		$121K Buy
+4,792
New +$119K 0.03% 120

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Financial Gravity Companies's SUSB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2025: 4,916 shares worth $124K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SUSB as recently as Q4 2024.

Financial Gravity Companies first reported a position in SUSB in Q3 2024 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold SUSB as of Q2 2025.

  • Financial Gravity Companies held 4,916 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $124K as of Q2 2025.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #200 holding.
  • Financial Gravity Companies first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.