GG
SUSB icon

Gleason Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Gleason Group’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 		– Sell
-3
Closed -$64 – 447
2026
Q2 		$64 Buy
+3
New +$75 ﹤0.01% 436

Other funds holding SUSB

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
CCM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Gleason Group's SUSB Position: Q3 2026 in Review

Gleason Group sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2026, closing a stake of 3 shares — an estimated $64 sold.

Gleason Group first reported a position in SUSB in Q2 2026 and held it in 1 quarter. The position peaked at $64 in Q2 2026. 52 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Gleason Group reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Gleason Group sold 3 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $64.
  • Gleason Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2026 and held it in 1 quarter.
  • Gleason Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $64 in Q2 2026.
  • 52 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.