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Fortis Capital Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Fortis Capital Management’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
2025
Q2 		– Sell
-129,780
Closed -$3.24M – 179
2025
Q1 		$3.24M Buy
129,780
+61,811
+91% +$1.53M 0.63% 45
2024
Q4 		$1.68M Buy
67,969
+991
+1% +$24.6K 0.31% 62
2024
Q3 		$1.69M Sell
66,978
-203
-0.3% -$5.05K 0.34% 61
2024
Q2 		$1.65M Buy
67,181
+671
+1% +$16.4K 0.35% 57
2024
Q1 		$1.63M Sell
66,510
-2,706
-4% -$66.1K 0.43% 53
2023
Q4 		$1.69M Sell
69,216
-308
-0.4% -$7.38K 0.43% 49
2023
Q3 		$1.65M Buy
69,524
+4,128
+6% +$98.5K 0.51% 32
2023
Q2 		$1.56M Buy
65,396
+12,548
+24% +$301K 0.55% 28
2023
Q1 		$1.27M Buy
52,848
+5,377
+11% +$129K 0.51% 32
2022
Q4 		$1.13M Buy
47,471
+5,045
+12% +$119K 0.83% 25
2022
Q3 		$997K Buy
42,426
+6,307
+17% +$152K 0.85% 31
2022
Q2 		$870K Buy
36,119
+7,569
+27% +$184K 0.86% 33
2022
Q1 		$703K Buy
+28,550
New +$717K 0.36% 58

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Fortis Capital Management's SUSB Position: Q2 2025 in Review

Fortis Capital Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2025, closing a stake of 129,780 shares — an estimated $3.24M sold.

Fortis Capital Management first reported a position in SUSB in Q1 2022 and held it in 13 quarters. The position peaked at $3.24M in Q1 2025. 294 funds tracked by Wall St. Rank hold SUSB as of Q2 2025.

  • Fortis Capital Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Fortis Capital Management sold 129,780 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2025, an estimated $3.24M.
  • Fortis Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and held it in 13 quarters.
  • Fortis Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.24M in Q1 2025.
  • 294 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2025.

Based on Fortis Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.