MWA
SUSB icon

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

Martel Wealth 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
2025
Q1 		– Sell
-8,267
Closed -$204K – 71
2024
Q4 		$204K Buy
8,267
+243
+3% +$6.04K 0.04% 70
2024
Q3 		$200K Buy
+8,024
New +$200K 0.04% 52
2024
Q1 		– Sell
-8,625
Closed -$211K – 56
2023
Q4 		$211K Buy
+8,625
New +$207K 0.05% 54

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Martel Wealth Advisors's SUSB Position: Q1 2025 in Review

Martel Wealth Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2025, closing a stake of 8,267 shares — an estimated $204K sold.

Martel Wealth Advisors first reported a position in SUSB in Q4 2023 and held it in 3 quarters. The position peaked at $211K in Q4 2023. 300 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

  • Martel Wealth Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Martel Wealth Advisors sold 8,267 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $204K.
  • Martel Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • Martel Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $211K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on Martel Wealth Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.