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

Grey Fox 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
2025
Q4 		– Sell
-4,230
Closed -$107K – 543
2025
Q3 		$107K Buy
+4,230
New +$107K 0.02% 181
2023
Q2 		– Sell
-202
Closed -$4.86K – 457
2023
Q1 		$4.86K Buy
202
+29
+17% +$694 ﹤0.01% 353
2022
Q4 		$4.11K Buy
+173
New +$4.08K ﹤0.01% 326

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grey Fox Wealth Advisors's SUSB Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025, closing a stake of 4,230 shares — an estimated $107K sold.

Grey Fox Wealth Advisors first reported a position in SUSB in Q4 2022 and held it in 3 quarters. The position peaked at $107K in Q3 2025. 307 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 4,230 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $107K.
  • Grey Fox Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $107K 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 Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.