Fort Point Capital Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Fort Point Capital Partners’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	$1.14M	Hold	45,519	–	–	0.14%	92
2025 Q4	$1.15M	Hold	45,519	–	–	0.13%	95
2025 Q3	$1.15M	Hold	45,519	–	–	0.14%	98
2025 Q2	$1.15M	Sell	45,519 -4,404	-9%	-$110K	0.08%	138
2025 Q1	$1.25M	Sell	49,923 -342	-0.7%	-$8.49K	0.14%	106
2024 Q4	$1.24M	Sell	50,265 -6,183	-11%	-$154K	0.14%	110
2024 Q3	$1.42M	Sell	56,448 -4,298	-7%	-$107K	0.18%	85
2024 Q2	$1.49M	Hold	60,746	–	–	0.19%	88
2024 Q1	$1.49M	Sell	60,746 -382	-0.6%	-$9.34K	0.2%	83
2023 Q4	$1.5M	Buy	61,128 +47,316	+343%	+$1.13M	0.21%	79
2023 Q3	$328K	Sell	13,812 -7,034	-34%	-$168K	0.05%	198
2023 Q2	$498K	Buy	20,846 +5,399	+35%	+$130K	0.07%	154
2023 Q1	$372K	Sell	15,447 -248	-2%	-$5.93K	0.06%	193
2022 Q4	$373K	Hold	15,695	–	–	0.06%	181
2022 Q3	$369K	Hold	15,695	–	–	0.06%	180
2022 Q2	$378K	Hold	15,695	–	–	0.06%	187
2022 Q1	$387K	Sell	15,695 -2,396	-13%	-$60.1K	0.05%	203
2021 Q4	$464K	Buy	+18,091	New	+$466K	0.06%	172

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

Fort Point Capital Partners's SUSB Position: Q1 2026 in Review

Fort Point Capital Partners held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q1 2026 at 45,519 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #92.

Fort Point Capital Partners first reported a position in SUSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.5M in Q4 2023. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Fort Point Capital Partners held 45,519 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.14M as of Q1 2026.
Fort Point Capital Partners left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q1 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.14% of Fort Point Capital Partners's portfolio in Q1 2026, its #92 holding.
Fort Point Capital Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
Fort Point Capital Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.5M in Q4 2023.
309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.