KFAA
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Klaas Financial Asset Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Klaas Financial Asset 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
Q1 		– Sell
-136,936
Closed -$3.46M – 62
2025
Q4 		$3.46M Sell
136,936
-4,791
-3% -$121K 0.5% 22
2025
Q3 		$3.59M Sell
141,727
-1,245
-0.9% -$31.4K 0.54% 23
2025
Q2 		$3.6M Buy
142,972
+2,087
+1% +$52K 0.57% 22
2025
Q1 		$3.52M Sell
140,885
-152
-0.1% -$3.77K 0.61% 22
2024
Q4 		$3.48M Buy
141,037
+29,391
+26% +$730K 0.61% 20
2024
Q3 		$2.81M Buy
111,646
+358
+0.3% +$8.9K 0.49% 23
2024
Q2 		$2.73M Buy
111,288
+18,655
+20% +$455K 0.5% 23
2024
Q1 		$2.27M Buy
92,633
+5,897
+7% +$144K 0.45% 25
2023
Q4 		$2.12M Sell
86,736
-10,852
-11% -$260K 0.44% 25
2023
Q3 		$2.32M Buy
97,588
+13,033
+15% +$311K 0.53% 24
2023
Q2 		$2.02M Buy
84,555
+13,818
+20% +$332K 0.45% 25
2023
Q1 		$1.7M Buy
70,737
+2,490
+4% +$59.6K 0.39% 27
2022
Q4 		$1.62M Buy
68,247
+6,229
+10% +$147K 0.4% 26
2022
Q3 		$1.46M Buy
62,018
+24,638
+66% +$593K 0.37% 25
2022
Q2 		$900K Buy
37,380
+4,885
+15% +$118K 0.22% 34
2022
Q1 		$800K Buy
32,495
+11,729
+56% +$294K 0.18% 33
2021
Q4 		$533K Buy
20,766
+5,890
+40% +$152K 0.12% 39
2021
Q3 		$386K Buy
14,876
+11,658
+362% +$304K 0.09% 40
2021
Q2 		$84K Buy
3,218
+2,973
+1,213% +$77.4K 0.02% 46
2021
Q1 		$6K Buy
+245
New +$6.39K ﹤0.01% 76

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
Thrivent Financial for Lutherans
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Klaas Financial Asset Advisors's SUSB Position: Q1 2026 in Review

Klaas Financial Asset Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2026, closing a stake of 136,936 shares — an estimated $3.46M sold.

Klaas Financial Asset Advisors first reported a position in SUSB in Q1 2021 and held it in 20 quarters. The position peaked at $3.6M in Q2 2025. 311 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Klaas Financial Asset Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 136,936 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $3.46M.
  • Klaas Financial Asset Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and held it in 20 quarters.
  • Klaas Financial Asset Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.6M in Q2 2025.
  • 311 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.