First Affirmative Financial Network
SUSB icon

First Affirmative Financial Network’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

First Affirmative Financial Network’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
2026
Q3 		$515K Buy
+21,083
New +$522K 0.11% 175

Other funds holding SUSB

Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWD
Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

First Affirmative Financial Network's SUSB Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2026: 21,083 shares worth $515K. The stake represents 0.11% of the portfolio and ranks #175 among its holdings.

100 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • First Affirmative Financial Network held 21,083 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $515K as of Q3 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new First Affirmative Financial Network position in Q3 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.11% of First Affirmative Financial Network's portfolio in Q3 2026, its #175 holding.
  • 100 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.