Focus Financial Network
SUSB icon

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

Focus 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 		$217K Sell
8,896
-32
-0.4% -$792 0.01% 715
2026
Q2 		$223K Buy
+8,928
New +$223K 0.01% 709

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

Focus Financial Network's SUSB Position: Q3 2026 in Review

Focus Financial Network reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.36% in Q3 2026, selling an estimated $792 and leaving 8,896 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #715.

Focus Financial Network first reported a position in SUSB in Q2 2026 and has held it in 2 quarters since. The position peaked at $223K in Q2 2026. 100 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Focus Financial Network held 8,896 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $217K as of Q3 2026.
  • Focus Financial Network sold 32 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $792.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #715 holding.
  • Focus Financial Network first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Focus Financial Network's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $223K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

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