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

Focus Partners Wealth’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 Q1	$1.61M	Sell	64,284 -55	-0.1%	-$1.39K	﹤0.01%	1412
2025 Q4	$1.62M	Buy	64,339 +6,372	+11%	+$161K	﹤0.01%	1419
2025 Q3	$1.47M	Buy	57,967 +1,929	+3%	+$48.6K	﹤0.01%	1133
2025 Q2	$1.41M	Sell	56,038 -5,292	-9%	-$132K	﹤0.01%	1009
2025 Q1	$1.53M	Buy	61,330 +38	+0.1%	+$943	﹤0.01%	924
2024 Q4	$1.51M	Buy	+61,292	New	+$1.52M	﹤0.01%	925
2024 Q3	–	Sell	-61,008	Closed	-$1.5M	–	1706
2024 Q2	$1.5M	Sell	61,008 -13,508	-18%	-$329K	0.01%	707
2024 Q1	$1.8M	Buy	+74,516	New	+$1.82M	0.01%	502

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focus Partners Wealth's SUSB Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.09% in Q1 2026, selling an estimated $1.39K and leaving 64,284 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Focus Partners Wealth first reported a position in SUSB in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q1 2024. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Focus Partners Wealth held 64,284 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.61M as of Q1 2026.
Focus Partners Wealth sold 55 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $1.39K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1412 holding.
Focus Partners Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
Focus Partners Wealth's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.8M in Q1 2024.
309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.