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McGinn Penninger Investment Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

McGinn Penninger Investment 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
Q2 		– Sell
-12,467
Closed -$312K – 44
2025
Q1 		$312K Buy
+12,467
New +$309K 0.2% 40

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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 $530B AUM 22.01% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

McGinn Penninger Investment Management's SUSB Position: Q2 2025 in Review

McGinn Penninger Investment Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2025, closing a stake of 12,467 shares — an estimated $312K sold.

McGinn Penninger Investment Management first reported a position in SUSB in Q1 2025 and held it in 1 quarter. The position peaked at $312K in Q1 2025. 293 funds tracked by Wall St. Rank hold SUSB as of Q2 2025.

  • McGinn Penninger Investment Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • McGinn Penninger Investment Management sold 12,467 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2025, an estimated $312K.
  • McGinn Penninger Investment Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • McGinn Penninger Investment Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $312K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2025.

Based on McGinn Penninger Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.