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

Kondo Wealth 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 Q3	$1.78M	Buy	72,999 +1,746	+2%	+$43.2K	0.59%	19
2026 Q2	$1.78M	Sell	71,253 -10,114	-12%	-$253K	0.6%	18
2026 Q1	$2.04M	Sell	81,367 -998	-1%	-$25.2K	0.77%	15
2025 Q4	$2.08M	Sell	82,365 -20,322	-20%	-$513K	0.8%	16
2025 Q3	$2.6M	Sell	102,687 -3,613	-3%	-$91K	1.05%	14
2025 Q2	$2.66M	Sell	106,300 -27,010	-20%	-$674K	1.18%	13
2025 Q1	$3.33M	Sell	133,310 -17,299	-11%	-$429K	1.64%	13
2024 Q4	$3.72M	Buy	+150,609	New	+$3.74M	1.89%	13

Other funds holding SUSB

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kondo Wealth Advisors's SUSB Position: Q3 2026 in Review

Kondo Wealth Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.5% in Q3 2026, buying an estimated $43.2K and bringing the position to 72,999 shares worth $1.78M. The position accounts for 0.59% of the portfolio, ranked #19.

Kondo Wealth Advisors first reported a position in SUSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.72M in Q4 2024. 92 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Kondo Wealth Advisors held 72,999 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.78M as of Q3 2026.
Kondo Wealth Advisors bought 1,746 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $43.2K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.59% of Kondo Wealth Advisors's portfolio in Q3 2026, its #19 holding.
Kondo Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Kondo Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.72M in Q4 2024.
92 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Kondo Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.