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

GPS Wealth Strategies 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
2025 Q4	–	Sell	-813	Closed	-$20.6K	–	1460
2025 Q3	$20.6K	Buy	813 +136	+20%	+$3.42K	﹤0.01%	894
2025 Q2	$17K	Hold	677	–	–	﹤0.01%	891
2025 Q1	$16.9K	Hold	677	–	–	﹤0.01%	869
2024 Q4	$16.7K	Hold	677	–	–	﹤0.01%	836
2024 Q3	$17K	Hold	677	–	–	﹤0.01%	834
2024 Q2	$16.6K	Hold	677	–	–	﹤0.01%	801
2024 Q1	$16.6K	Hold	677	–	–	﹤0.01%	761
2023 Q4	$16.6K	Sell	677 -42	-6%	-$1.01K	﹤0.01%	734
2023 Q3	$17.1K	Hold	719	–	–	﹤0.01%	720
2023 Q2	$17.2K	Hold	719	–	–	﹤0.01%	725
2023 Q1	$17.3K	Buy	+719	New	+$17.2K	﹤0.01%	718

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GPS Wealth Strategies Group's SUSB Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025, closing a stake of 813 shares — an estimated $20.6K sold.

GPS Wealth Strategies Group first reported a position in SUSB in Q1 2023 and held it in 11 quarters. The position peaked at $20.6K in Q3 2025. 307 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 813 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $20.6K.
GPS Wealth Strategies Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2023 and held it in 11 quarters.
GPS Wealth Strategies Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $20.6K in Q3 2025.
307 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.