Litman Gregory Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Litman Gregory Wealth Management’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	$76.9K	Buy	+3,045	New	+$76.9K	0.01%	200
2025 Q3	–	Sell	-11,606	Closed	-$292K	–	150
2025 Q2	$292K	Hold	11,606	–	–	0.02%	118
2025 Q1	$290K	Hold	11,606	–	–	0.02%	118
2024 Q4	$287K	Sell	11,606 -10,554	-48%	-$262K	0.02%	109
2024 Q3	$558K	Sell	22,160 -600	-3%	-$14.9K	0.05%	82
2024 Q2	$557K	Sell	22,760 -9,645	-30%	-$235K	0.05%	82
2024 Q1	$793K	Hold	32,405	–	–	0.07%	77
2023 Q4	$793K	Hold	32,405	–	–	0.08%	76
2023 Q3	$770K	Buy	32,405 +4,200	+15%	+$100K	0.08%	75
2023 Q2	$674K	Buy	+28,205	New	+$677K	0.08%	52
2023 Q1	–	Sell	-27,812	Closed	-$661K	–	88
2022 Q4	$661K	Buy	27,812 +16,675	+150%	+$394K	0.09%	52
2022 Q3	$262K	Buy	+11,137	New	+$268K	0.04%	73

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

Litman Gregory Wealth Management's SUSB Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025: 3,045 shares worth $76.9K. The stake represents 0.01% of the portfolio and ranks #200 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in SUSB as recently as Q2 2025.

Litman Gregory Wealth Management first reported a position in SUSB in Q3 2022 and has held it in 12 quarters since. The position peaked at $793K in Q1 2024. 308 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

Litman Gregory Wealth Management held 3,045 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $76.9K as of Q4 2025.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #200 holding.
Litman Gregory Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and has held it in 12 quarters since.
Litman Gregory Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $793K in Q1 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 Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.