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Midwest Financial Partners Investments’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Midwest Financial Partners Investments’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 		$915K Buy
37,454
+11,370
+44% +$282K 0.35% 35
2026
Q2 		$652K Buy
26,084
+5,864
+29% +$147K 0.27% 43
2026
Q1 		$507K Buy
20,220
+2,106
+12% +$53.1K 0.27% 45
2025
Q4 		$457K Buy
+18,114
New +$458K 0.25% 49

Other funds holding SUSB

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Midwest Financial Partners Investments's SUSB Position: Q3 2026 in Review

Midwest Financial Partners Investments increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 44% in Q3 2026, buying an estimated $282K and bringing the position to 37,454 shares worth $915K. The position accounts for 0.35% of the portfolio, ranked #35.

Midwest Financial Partners Investments first reported a position in SUSB in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Midwest Financial Partners Investments held 37,454 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $915K as of Q3 2026.
  • Midwest Financial Partners Investments bought 11,370 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $282K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.35% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #35 holding.
  • Midwest Financial Partners Investments first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.