HSWS
SUSB icon

Higgins & Schmidt Wealth Strategies’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Higgins & Schmidt Wealth Strategies’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
Q2 		$273K Buy
10,913
+1,153
+12% +$28.8K 0.11% 57
2026
Q1 		$245K Buy
9,760
+297
+3% +$7.49K 0.11% 57
2025
Q4 		$239K Buy
9,463
+600
+7% +$15.2K 0.11% 54
2025
Q3 		$224K Buy
8,863
+204
+2% +$5.14K 0.11% 53
2025
Q2 		$218K Buy
+8,659
New +$216K 0.12% 49

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's SUSB Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 12% in Q2 2026, buying an estimated $28.8K and bringing the position to 10,913 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #57.

Higgins & Schmidt Wealth Strategies first reported a position in SUSB in Q2 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 10,913 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $273K as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies bought 1,153 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $28.8K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.11% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #57 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.