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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

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Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return