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McKinley Carter Wealth Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

McKinley Carter Wealth Services’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
-27,092
Closed -$669K – 309
2024
Q4 		$669K Buy
27,092
+2,299
+9% +$57.1K 0.04% 178
2024
Q3 		$624K Buy
24,793
+1,510
+6% +$37.6K 0.04% 195
2024
Q2 		$570K Sell
23,283
-498
-2% -$12.1K 0.04% 196
2024
Q1 		$582K Buy
23,781
+909
+4% +$22.2K 0.04% 198
2023
Q4 		$560K Buy
22,872
+1,059
+5% +$25.4K 0.04% 192
2023
Q3 		$518K Buy
21,813
+100
+0.5% +$2.39K 0.04% 199
2023
Q2 		$519K Buy
21,713
+380
+2% +$9.13K 0.04% 203
2023
Q1 		$513K Sell
21,333
-396
-2% -$9.48K 0.04% 199
2022
Q4 		$517K Sell
21,729
-560
-3% -$13.2K 0.04% 197
2022
Q3 		$524K Sell
22,289
-2,512
-10% -$60.4K 0.05% 184
2022
Q2 		$597K Sell
24,801
-4,789
-16% -$116K 0.05% 179
2022
Q1 		$729K Buy
29,590
+6,911
+30% +$173K 0.06% 168
2021
Q4 		$582K Buy
+22,679
New +$584K 0.04% 179

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 22.9% 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

McKinley Carter Wealth Services's SUSB Position: Q1 2025 in Review

McKinley Carter Wealth Services sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2025, closing a stake of 27,092 shares — an estimated $669K sold.

McKinley Carter Wealth Services first reported a position in SUSB in Q4 2021 and held it in 13 quarters. The position peaked at $729K in Q1 2022. 300 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

  • McKinley Carter Wealth Services reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 27,092 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $669K.
  • McKinley Carter Wealth Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and held it in 13 quarters.
  • McKinley Carter Wealth Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $729K in Q1 2022.
  • 300 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2025, filed 15 Apr 2025.