Legacy Edge Advisors
SUSB icon

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

Legacy Edge 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 		$398K Sell
16,289
-37,066
-69% -$918K 0.04% 162
2026
Q2 		$1.33M Buy
53,355
+5,528
+12% +$138K 0.12% 92
2026
Q1 		$1.2M Buy
47,827
+8,685
+22% +$219K 0.13% 88
2025
Q4 		$988K Buy
39,142
+4,276
+12% +$108K 0.11% 97
2025
Q3 		$882K Buy
34,866
+1,531
+5% +$38.6K 0.1% 96
2025
Q2 		$839K Sell
33,335
-2,815
-8% -$70.2K 0.11% 90
2025
Q1 		$903K Buy
36,150
+6,216
+21% +$154K 0.14% 78
2024
Q4 		$739K Buy
29,934
+10,429
+53% +$259K 0.12% 87
2024
Q3 		$491K Buy
19,505
+2,525
+15% +$62.8K 0.08% 110
2024
Q2 		$416K Buy
16,980
+449
+3% +$10.9K 0.08% 109
2024
Q1 		$405K Buy
16,531
+5,908
+56% +$144K 0.08% 107
2023
Q4 		$260K Buy
+10,623
New +$255K 0.06% 135

Other funds holding SUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return

Legacy Edge Advisors's SUSB Position: Q3 2026 in Review

Legacy Edge Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 69% in Q3 2026, selling an estimated $918K and leaving 16,289 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #162.

Legacy Edge Advisors first reported a position in SUSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q2 2026. 245 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Legacy Edge Advisors held 16,289 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $398K as of Q3 2026.
  • Legacy Edge Advisors sold 37,066 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $918K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q3 2026, its #162 holding.
  • Legacy Edge Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Legacy Edge Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.33M in Q2 2026.
  • 245 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.