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Kelman-Lazarov Inc’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-10,243
Closed -$253K – 122
2024
Q4 		$253K Hold
10,243
– – 0.05% 94
2024
Q3 		$258K Sell
10,243
-13
-0.1% -$323 0.04% 96
2024
Q2 		$251K Sell
10,256
-125
-1% -$3.05K 0.05% 97
2024
Q1 		$254K Buy
10,381
+721
+7% +$17.6K 0.05% 92
2023
Q4 		$236K Sell
9,660
-1,300
-12% -$31.2K 0.05% 95
2023
Q3 		$261K Buy
10,960
+360
+3% +$8.59K 0.06% 87
2023
Q2 		$253K Buy
10,600
+588
+6% +$14.1K 0.06% 90
2023
Q1 		$241K Buy
10,012
+145
+1% +$3.47K 0.06% 90
2022
Q4 		$235K Sell
9,867
-601
-6% -$14.2K 0.07% 85
2022
Q3 		$246K Hold
10,468
– – 0.08% 79
2022
Q2 		$252K Sell
10,468
-354
-3% -$8.59K 0.09% 76
2022
Q1 		$267K Buy
10,822
+192
+2% +$4.82K 0.09% 71
2021
Q4 		$273K Buy
10,630
+106
+1% +$2.73K 0.09% 74
2021
Q3 		$273K Buy
10,524
+1,729
+20% +$45K 0.1% 70
2021
Q2 		$229K Sell
8,795
-2,132
-20% -$55.5K 0.08% 78
2021
Q1 		$284K Buy
+10,927
New +$285K 0.1% 69

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kelman-Lazarov Inc's SUSB Position: Q1 2025 in Review

Kelman-Lazarov Inc sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2025, closing a stake of 10,243 shares — an estimated $253K sold.

Kelman-Lazarov Inc first reported a position in SUSB in Q1 2021 and held it in 16 quarters. The position peaked at $284K in Q1 2021. 300 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

  • Kelman-Lazarov Inc reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 10,243 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $253K.
  • Kelman-Lazarov Inc first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and held it in 16 quarters.
  • Kelman-Lazarov Inc's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $284K in Q1 2021.
  • 300 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2025, filed 6 May 2025.