Johnson Financial Group Inc (Wisconsin)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q1	–	Sell	-2,953	Closed	-$74.5K	–	963
2025 Q4	$74.5K	Hold	2,953	–	–	﹤0.01%	454
2025 Q3	$74.7K	Hold	2,953	–	–	﹤0.01%	511
2025 Q2	$74.3K	Hold	2,953	–	–	﹤0.01%	414
2025 Q1	$73.8K	Hold	2,953	–	–	﹤0.01%	541
2024 Q4	$73.4K	Hold	2,953	–	–	﹤0.01%	415
2024 Q3	$74.3K	Hold	2,953	–	–	﹤0.01%	479
2024 Q2	$72.3K	Hold	2,953	–	–	﹤0.01%	415
2024 Q1	$72.3K	Hold	2,953	–	–	﹤0.01%	391
2023 Q4	$72.3K	Hold	2,953	–	–	﹤0.01%	410
2023 Q3	$70.2K	Hold	2,953	–	–	﹤0.01%	351
2023 Q2	$70.6K	Hold	2,953	–	–	﹤0.01%	370
2023 Q1	$71K	Hold	2,953	–	–	0.01%	366
2022 Q4	$70.2K	Hold	2,953	–	–	0.01%	315
2022 Q3	$69K	Hold	2,953	–	–	0.01%	328
2022 Q2	$71K	Hold	2,953	–	–	0.01%	350
2022 Q1	$73K	Sell	2,953 -2,953	-50%	-$74.1K	0.01%	387
2021 Q4	$151K	Hold	5,906	–	–	0.01%	308
2021 Q3	$153K	Hold	5,906	–	–	0.01%	284
2021 Q2	$154K	Hold	5,906	–	–	0.01%	293
2021 Q1	$153K	Buy	+5,906	New	+$154K	0.01%	290

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SUSB Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2026, closing a stake of 2,953 shares — an estimated $74.5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SUSB in Q1 2021 and held it in 20 quarters. The position peaked at $154K in Q2 2021. 311 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 2,953 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $74.5K.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and held it in 20 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $154K in Q2 2021.
311 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.