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

First Pacific Financial’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 		$205K Hold
8,409
– – 0.02% 187
2026
Q2 		$210K Buy
8,409
+1
+0% +$25 0.03% 173
2026
Q1 		$211K Hold
8,408
– – 0.03% 165
2025
Q4 		$212K Buy
8,408
+93
+1% +$2.35K 0.03% 165
2025
Q3 		$210K Buy
8,315
+91
+1% +$2.29K 0.03% 162
2025
Q2 		$207K Buy
8,224
+89
+1% +$2.22K 0.03% 163
2025
Q1 		$203K Buy
8,135
+59
+0.7% +$1.47K 0.04% 129
2024
Q4 		$199K Buy
8,076
+54
+0.7% +$1.34K 0.05% 135
2024
Q3 		$202K Sell
8,022
-786,499
-99% -$19.6M 0.05% 130
2024
Q2 		$19.5M Buy
794,521
+45,092
+6% +$1.1M 5% 8
2024
Q1 		$18.3M Buy
749,429
+44,430
+6% +$1.09M 5.13% 7
2023
Q4 		$17.3M Buy
704,999
+39,360
+6% +$943K 5.27% 7
2023
Q3 		$15.8M Buy
665,639
+35,815
+6% +$855K 7.05% 6
2023
Q2 		$15.1M Buy
629,824
+69,138
+12% +$1.66M 6.39% 6
2023
Q1 		$13.5M Buy
560,686
+223,084
+66% +$5.34M 6.24% 6
2022
Q4 		$8.02M Buy
337,602
+17,889
+6% +$422K 3.96% 5
2022
Q3 		$7.51M Sell
319,713
-40,151
-11% -$966K 4.32% 5
2022
Q2 		$8.67M Sell
359,864
-7,328
-2% -$178K 4.07% 7
2022
Q1 		$9.04M Buy
367,192
+340,697
+1,286% +$8.55M 4.65% 5
2021
Q4 		$680K Buy
+26,495
New +$682K 0.33% 70

Other funds holding SUSB

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

First Pacific Financial's SUSB Position: Q3 2026 in Review

First Pacific Financial held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q3 2026 at 8,409 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #187.

First Pacific Financial first reported a position in SUSB in Q4 2021 and has held it in 20 quarters since. The position peaked at $19.5M in Q2 2024. 43 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • First Pacific Financial held 8,409 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $205K as of Q3 2026.
  • First Pacific Financial left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q3 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of First Pacific Financial's portfolio in Q3 2026, its #187 holding.
  • First Pacific Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • First Pacific Financial's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $19.5M in Q2 2024.
  • 43 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.