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Kestra Advisory Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Kestra Advisory Services’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 		$1.12M Buy
44,734
+5,413
+14% +$136K ﹤0.01% 1649
2025
Q4 		$992K Buy
39,321
+18,043
+85% +$456K ﹤0.01% 1656
2025
Q3 		$539K Buy
21,278
+1,085
+5% +$27.3K ﹤0.01% 2007
2025
Q2 		$508K Buy
20,193
+3,082
+18% +$76.9K ﹤0.01% 1955
2025
Q1 		$428K Sell
17,111
-2,468
-13% -$61.3K ﹤0.01% 1924
2024
Q4 		$484K Sell
19,579
-4,246
-18% -$105K ﹤0.01% 1892
2024
Q3 		$599K Sell
23,825
-2,432
-9% -$60.5K ﹤0.01% 1652
2024
Q2 		$643K Buy
26,257
+6,325
+32% +$154K ﹤0.01% 1613
2024
Q1 		$488K Buy
19,932
+1,584
+9% +$38.7K ﹤0.01% 1683
2023
Q4 		$449K Buy
18,348
+164
+0.9% +$3.93K ﹤0.01% 1589
2023
Q3 		$432K Buy
18,184
+1,137
+7% +$27.1K ﹤0.01% 1449
2023
Q2 		$408K Buy
17,047
+2,573
+18% +$61.8K ﹤0.01% 1426
2023
Q1 		$348K Sell
14,474
-9,105
-39% -$218K ﹤0.01% 1477
2022
Q4 		$560K Buy
23,579
+11,867
+101% +$280K 0.01% 1345
2022
Q3 		$275K Buy
11,712
+963
+9% +$23.2K ﹤0.01% 1648
2022
Q2 		$259K Buy
+10,749
New +$261K ﹤0.01% 1723
2022
Q1 		– Sell
-18,858
Closed -$484K – 2122
2021
Q4 		$484K Sell
18,858
-11,842
-39% -$305K ﹤0.01% 1342
2021
Q3 		$798K Buy
30,700
+8,489
+38% +$221K 0.01% 1135
2021
Q2 		$578K Buy
+22,211
New +$578K 0.01% 1215
2021
Q1 		– Sell
-12,321
Closed -$322K – 2056
2020
Q4 		$322K Buy
+12,321
New +$322K ﹤0.01% 1437

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kestra Advisory Services's SUSB Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 14% in Q1 2026, buying an estimated $136K and bringing the position to 44,734 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Kestra Advisory Services first reported a position in SUSB in Q4 2020 and has held it in 20 quarters since. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Kestra Advisory Services held 44,734 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.12M as of Q1 2026.
  • Kestra Advisory Services bought 5,413 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $136K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1649 holding.
  • Kestra Advisory Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.