Forvis Mazars Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Forvis Mazars Wealth Advisors’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	$527K	Sell	21,588 -736	-3%	-$18.2K	0.01%	291
2026 Q2	$558K	Buy	22,324 +438	+2%	+$10.9K	0.01%	288
2026 Q1	$549K	Hold	21,886	–	–	0.01%	273
2025 Q4	$552K	Hold	21,886	–	–	0.01%	271
2025 Q3	$554K	Hold	21,886	–	–	0.01%	270
2025 Q2	$551K	Hold	21,886	–	–	0.01%	268
2025 Q1	$547K	Hold	21,886	–	–	0.01%	270
2024 Q4	$541K	Hold	21,886	–	–	0.01%	297
2024 Q3	$551K	Sell	21,886 -170	-0.8%	-$4.23K	0.01%	305
2024 Q2	$540K	Sell	22,056 -1,128	-5%	-$27.5K	0.01%	276
2024 Q1	$568K	Sell	23,184 -6,267	-21%	-$153K	0.01%	272
2023 Q4	$721K	Sell	29,451 -1,423	-5%	-$34.1K	0.02%	237
2023 Q3	$734K	Sell	30,874 -3,815	-11%	-$91K	0.02%	227
2023 Q2	$829K	Buy	34,689 +666	+2%	+$16K	0.02%	231
2023 Q1	$819K	Buy	34,023 +17,071	+101%	+$408K	0.03%	218
2022 Q4	$403K	Buy	+16,952	New	+$400K	0.01%	287

Other funds holding SUSB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SUSB Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.3% in Q3 2026, selling an estimated $18.2K and leaving 21,588 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #291.

Forvis Mazars Wealth Advisors first reported a position in SUSB in Q4 2022 and has held it in 16 quarters since. The position peaked at $829K in Q2 2023. 87 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Forvis Mazars Wealth Advisors held 21,588 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $527K as of Q3 2026.
Forvis Mazars Wealth Advisors sold 736 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $18.2K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #291 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
Forvis Mazars Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $829K in Q2 2023.
87 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.