Kovitz Investment Group Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-10,111	Closed	-$256K	–	1223
2025 Q3	$256K	Buy	10,111 +5	+0%	+$126	﹤0.01%	1253
2025 Q2	$254K	Sell	10,106 -269	-3%	-$6.71K	﹤0.01%	1194
2025 Q1	$259K	Sell	10,375 -33	-0.3%	-$819	﹤0.01%	1098
2024 Q4	$257K	Sell	10,408 -1,628	-14%	-$40.4K	﹤0.01%	1090
2024 Q3	$303K	Buy	+12,036	New	+$299K	﹤0.01%	870

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Kovitz Investment Group Partners's SUSB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025, closing a stake of 10,111 shares — an estimated $256K sold.

Kovitz Investment Group Partners first reported a position in SUSB in Q3 2024 and held it in 5 quarters. The position peaked at $303K in Q3 2024. 308 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 10,111 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $256K.
Kovitz Investment Group Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $303K in Q3 2024.
308 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.