Lugano Financial Advisors SA (LFA)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	$11.4M	Hold	457,113	–	–	5.78%	5
2025 Q4	$11.5M	Hold	457,113	–	–	5.96%	4
2025 Q3	$11.5M	Hold	457,113	–	–	6.08%	3
2025 Q2	$11.4M	Buy	457,113 +218,161	+91%	+$5.44M	6.77%	3
2025 Q1	$5.97M	Buy	238,952 +21,230	+10%	+$527K	4.06%	4
2024 Q4	$5.38M	Hold	217,722	–	–	3.52%	5
2024 Q3	$5.48M	Sell	217,722 -3,200	-1%	-$79.6K	3.72%	3
2024 Q2	$5.41M	Hold	220,922	–	–	4.12%	4
2024 Q1	$5.41M	Sell	220,922 -7,183	-3%	-$176K	3.94%	2
2023 Q4	$5.58M	Buy	228,105 +66,015	+41%	+$1.58M	4.39%	2
2023 Q3	$3.85M	Buy	+162,090	New	+$3.87M	3.3%	10

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s SUSB Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q1 2026 at 457,113 shares worth $11.4M. The position accounts for 5.78% of the portfolio, ranked #5.

Lugano Financial Advisors SA (LFA) first reported a position in SUSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q4 2025. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 457,113 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $11.4M as of Q1 2026.
Lugano Financial Advisors SA (LFA) left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q1 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 5.78% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #5 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $11.5M in Q4 2025.
309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.