MBE Wealth Management
SUSB icon

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

MBE 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
2026
Q3 		$229K Buy
+9,384
New +$232K 0.08% 152
2020
Q2 		– Sell
-1,446
Closed -$36K – 451
2020
Q1 		$36K Buy
+1,446
New +$36.5K 0.03% 158

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

MBE Wealth Management's SUSB Position: Q3 2026 in Review

MBE Wealth Management opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2026: 9,384 shares worth $229K. The stake represents 0.08% of the portfolio and ranks #152 among its holdings. This is a return to the name: MBE Wealth Management previously reported a position in SUSB as recently as Q1 2020.

MBE Wealth Management first reported a position in SUSB in Q1 2020 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • MBE Wealth Management held 9,384 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $229K as of Q3 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new MBE Wealth Management position in Q3 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.08% of MBE Wealth Management's portfolio in Q3 2026, its #152 holding.
  • MBE Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2020 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.