JFS Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

JFS Wealth Advisors’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	$109K	Sell	4,466 -99	-2%	-$2.45K	0.01%	420
2026 Q2	$114K	Buy	+4,565	New	+$114K	0.01%	410
2025 Q1	–	Sell	-1,878	Closed	-$46.4K	–	1992
2024 Q4	$46.4K	Buy	1,878 +179	+11%	+$4.45K	﹤0.01%	476
2024 Q3	$42.7K	Buy	+1,699	New	+$42.3K	﹤0.01%	494

Other funds holding SUSB

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Milestone Investment Advisors Middleton, Wisconsin $461M AUM 11.04% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

JFS Wealth Advisors's SUSB Position: Q3 2026 in Review

JFS Wealth Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.2% in Q3 2026, selling an estimated $2.45K and leaving 4,466 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #420.

JFS Wealth Advisors first reported a position in SUSB in Q3 2024 and has held it in 4 quarters since. The position peaked at $114K in Q2 2026. 216 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

JFS Wealth Advisors held 4,466 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $109K as of Q3 2026.
JFS Wealth Advisors sold 99 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $2.45K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #420 holding.
JFS Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 4 quarters since.
JFS Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $114K in Q2 2026.
216 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.