Janney Montgomery Scott’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Janney Montgomery Scott’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	$2.32M	Buy	95,046 +1,773	+2%	+$43.9K	﹤0.01%	1403
2026 Q2	$2.33M	Buy	93,273 +78,955	+551%	+$1.97M	﹤0.01%	1393
2026 Q1	$359K	Sell	14,318 -565	-4%	-$14.2K	﹤0.01%	2267
2025 Q4	$376K	Buy	14,883 +1,200	+9%	+$30.3K	﹤0.01%	2400
2025 Q3	$346K	Sell	13,683 -244	-2%	-$6.14K	﹤0.01%	2403
2025 Q2	$351K	Buy	+13,927	New	+$347K	﹤0.01%	2250
2025 Q1	–	Sell	-19,534	Closed	-$482K	–	2861
2024 Q4	$482K	Buy	19,534 +1,625	+9%	+$40.4K	﹤0.01%	2025
2024 Q3	$451K	Buy	+17,909	New	+$445K	﹤0.01%	2040
2022 Q1	–	Sell	-9,465	Closed	-$243K	–	2432
2021 Q4	$243K	Buy	+9,465	New	+$244K	﹤0.01%	2130

Other funds holding SUSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Janney Montgomery Scott's SUSB Position: Q3 2026 in Review

Janney Montgomery Scott increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.9% in Q3 2026, buying an estimated $43.9K and bringing the position to 95,046 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Janney Montgomery Scott first reported a position in SUSB in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.33M in Q2 2026. 325 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Janney Montgomery Scott held 95,046 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.32M as of Q3 2026.
Janney Montgomery Scott bought 1,773 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $43.9K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #1403 holding.
Janney Montgomery Scott first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 9 quarters since.
Janney Montgomery Scott's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.33M in Q2 2026.
325 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.