Hardy Reed
SUSB icon

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

Hardy Reed’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 		$828K Buy
33,897
+2,000
+6% +$49.5K 0.05% 117
2026
Q2 		$797K Buy
31,897
+324
+1% +$8.1K 0.05% 116
2026
Q1 		$791K Buy
31,573
+3,030
+11% +$76.4K 0.06% 107
2025
Q4 		$720K Hold
28,543
– – 0.05% 114
2025
Q3 		$722K Buy
28,543
+271
+1% +$6.82K 0.05% 110
2025
Q2 		$712K Hold
28,272
– – 0.06% 113
2025
Q1 		$707K Buy
28,272
+1,815
+7% +$45.1K 0.06% 112
2024
Q4 		$653K Buy
26,457
+5,037
+24% +$125K 0.06% 115
2024
Q3 		$539K Buy
21,420
+672
+3% +$16.7K 0.05% 126
2024
Q2 		$508K Hold
20,748
– – 0.05% 126
2024
Q1 		$508K Hold
20,748
– – 0.06% 66
2023
Q4 		$508K Sell
20,748
-1,329
-6% -$31.9K 0.07% 69
2023
Q3 		$525K Buy
22,077
+3,301
+18% +$78.8K 0.1% 57
2023
Q2 		$449K Hold
18,776
– – 0.08% 59
2023
Q1 		$452K Sell
18,776
-202
-1% -$4.83K 0.08% 64
2022
Q4 		$451K Sell
18,978
-5,914
-24% -$140K 0.09% 61
2022
Q3 		$585K Buy
24,892
+3,998
+19% +$96.2K 0.13% 44
2022
Q2 		$503K Sell
20,894
-8,928
-30% -$217K 0.11% 44
2022
Q1 		$735K Hold
29,822
– – 0.14% 36
2021
Q4 		$765K Buy
29,822
+5,672
+23% +$146K 0.13% 47
2021
Q3 		$627K Buy
24,150
+697
+3% +$18.1K 0.11% 52
2021
Q2 		$611K Buy
23,453
+3,893
+20% +$101K 0.11% 48
2021
Q1 		$508K Buy
19,560
+411
+2% +$10.7K 0.1% 50
2020
Q4 		$501K Buy
+19,149
New +$500K 0.1% 53

Other funds holding SUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return

Hardy Reed's SUSB Position: Q3 2026 in Review

Hardy Reed increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 6.3% in Q3 2026, buying an estimated $49.5K and bringing the position to 33,897 shares worth $828K. The position accounts for 0.05% of the portfolio, ranked #117.

Hardy Reed first reported a position in SUSB in Q4 2020 and has held it in 24 quarters since. 245 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Hardy Reed held 33,897 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $828K as of Q3 2026.
  • Hardy Reed bought 2,000 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $49.5K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.05% of Hardy Reed's portfolio in Q3 2026, its #117 holding.
  • Hardy Reed first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.