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HM Payson & Co’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

HM Payson & Co’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
-6,400
Closed -$162K – 1200
2025
Q3 		$162K Hold
6,400
– – ﹤0.01% 472
2025
Q2 		$161K Hold
6,400
– – ﹤0.01% 453
2025
Q1 		$160K Hold
6,400
– – ﹤0.01% 452
2024
Q4 		$158K Hold
6,400
– – ﹤0.01% 463
2024
Q3 		$161K Hold
6,400
– – ﹤0.01% 454
2024
Q2 		$157K Hold
6,400
– – ﹤0.01% 441
2024
Q1 		$157K Hold
6,400
– – ﹤0.01% 443
2023
Q4 		$157K Hold
6,400
– – ﹤0.01% 422
2023
Q3 		$152K Hold
6,400
– – ﹤0.01% 419
2023
Q2 		$153K Hold
6,400
– – ﹤0.01% 414
2023
Q1 		$154K Hold
6,400
– – ﹤0.01% 410
2022
Q4 		$152K Hold
6,400
– – ﹤0.01% 404
2022
Q3 		$150K Hold
6,400
– – ﹤0.01% 417
2022
Q2 		$154K Hold
6,400
– – ﹤0.01% 414
2022
Q1 		$158K Hold
6,400
– – ﹤0.01% 427
2021
Q4 		$164K Buy
6,400
+1,400
+28% +$36.1K ﹤0.01% 428
2021
Q3 		$130K Buy
+5,000
New +$130K ﹤0.01% 445
2021
Q1 		– Sell
-112,765
Closed -$2.95M – 1193
2020
Q4 		$2.95M Buy
112,765
+66,530
+144% +$1.74M 0.08% 131
2020
Q3 		$1.21M Buy
46,235
+18,510
+67% +$483K 0.04% 179
2020
Q2 		$721K Buy
27,725
+8,515
+44% +$218K 0.02% 210
2020
Q1 		$479K Hold
19,210
– – 0.02% 217
2019
Q4 		$489K Buy
19,210
+550
+3% +$14K 0.02% 261
2019
Q3 		$475K Buy
18,660
+7,410
+66% +$188K 0.02% 265
2019
Q2 		$285K Hold
11,250
– – 0.01% 339
2019
Q1 		$281K Buy
+11,250
New +$278K 0.01% 224

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HM Payson & Co's SUSB Position: Q4 2025 in Review

HM Payson & Co sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025, closing a stake of 6,400 shares — an estimated $162K sold.

HM Payson & Co first reported a position in SUSB in Q1 2019 and held it in 25 quarters. The position peaked at $2.95M in Q4 2020. 307 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

  • HM Payson & Co reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • HM Payson & Co sold 6,400 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $162K.
  • HM Payson & Co first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and held it in 25 quarters.
  • HM Payson & Co's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.95M in Q4 2020.
  • 307 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.