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

Harbour Investments’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
Q1 		$3.58M Sell
142,894
-3,007
-2% -$75.8K 0.06% 320
2025
Q4 		$3.68M Sell
145,901
-34,307
-19% -$867K 0.07% 246
2025
Q3 		$4.56M Buy
180,208
+2,687
+2% +$67.7K 0.1% 183
2025
Q2 		$4.47M Buy
177,521
+3,612
+2% +$90.1K 0.11% 167
2025
Q1 		$4.35M Buy
173,909
+4,401
+3% +$109K 0.12% 153
2024
Q4 		$4.19M Buy
169,508
+4,471
+3% +$111K 0.12% 146
2024
Q3 		$4.15M Buy
165,037
+8,125
+5% +$202K 0.12% 140
2024
Q2 		$3.84M Buy
156,912
+8,588
+6% +$209K 0.13% 139
2024
Q1 		$3.63M Buy
148,324
+6,108
+4% +$149K 0.13% 150
2023
Q4 		$3.48M Buy
142,216
+7,503
+6% +$180K 0.14% 133
2023
Q3 		$3.2M Buy
134,713
+1,556
+1% +$37.1K 0.16% 130
2023
Q2 		$3.18M Buy
133,157
+27,987
+27% +$672K 0.16% 126
2023
Q1 		$2.53M Buy
105,170
+32,239
+44% +$771K 0.14% 135
2022
Q4 		$1.73M Sell
72,931
-15,970
-18% -$377K 0.11% 191
2022
Q3 		$2.14M Hold
88,901
– – 0.14% 135
2022
Q2 		$2.14M Buy
+88,901
New +$2.16M 0.14% 135
2021
Q4 		$1.89M Buy
73,841
+7,498
+11% +$193K 0.11% 184
2021
Q3 		$1.72M Buy
66,343
+48,588
+274% +$1.26M 0.06% 314
2021
Q2 		$462K Buy
17,755
+9,420
+113% +$245K 0.01% 709
2021
Q1 		$217K Buy
+8,335
New +$217K 0.01% 929

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbour Investments's SUSB Position: Q1 2026 in Review

Harbour Investments reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.1% in Q1 2026, selling an estimated $75.8K and leaving 142,894 shares worth $3.58M. The position accounts for 0.06% of the portfolio, ranked #320.

Harbour Investments first reported a position in SUSB in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.56M in Q3 2025. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Harbour Investments held 142,894 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.58M as of Q1 2026.
  • Harbour Investments sold 3,007 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $75.8K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.06% of Harbour Investments's portfolio in Q1 2026, its #320 holding.
  • Harbour Investments first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $4.56M in Q3 2025.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.