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

Journey Strategic Wealth’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	$688K	Buy	27,436 +2,289	+9%	+$57.7K	0.02%	269
2025 Q4	$635K	Buy	25,147 +999	+4%	+$25.2K	0.02%	256
2025 Q3	$611K	Buy	24,148 +2,171	+10%	+$54.7K	0.02%	249
2025 Q2	$553K	Buy	21,977 +116	+0.5%	+$2.89K	0.02%	275
2025 Q1	$546K	Buy	21,861 +1,846	+9%	+$45.8K	0.02%	209
2024 Q4	$494K	Buy	20,015 +2,962	+17%	+$73.6K	0.02%	220
2024 Q3	$429K	Buy	17,053 +4,805	+39%	+$119K	0.02%	249
2024 Q2	$300K	Buy	+12,248	New	+$298K	0.01%	250

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Journey Strategic Wealth's SUSB Position: Q1 2026 in Review

Journey Strategic Wealth increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 9.1% in Q1 2026, buying an estimated $57.7K and bringing the position to 27,436 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #269.

Journey Strategic Wealth first reported a position in SUSB in Q2 2024 and has held it in 8 quarters since. 310 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Journey Strategic Wealth held 27,436 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $688K as of Q1 2026.
Journey Strategic Wealth bought 2,289 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $57.7K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #269 holding.
Journey Strategic Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
310 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.