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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Pacific Financial's SUSB Position: Q2 2026 in Review

First Pacific Financial increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.01% in Q2 2026, buying an estimated $25 and bringing the position to 8,409 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #173.

First Pacific Financial first reported a position in SUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.5M in Q2 2024. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

First Pacific Financial held 8,409 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $210K as of Q2 2026.
First Pacific Financial bought 1 iShares ESG Aware 1-5 Year USD Corporate Bond ETF share in Q2 2026, an estimated $25.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of First Pacific Financial's portfolio in Q2 2026, its #173 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 19 quarters since.
First Pacific Financial's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $19.5M in Q2 2024.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.