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

Milestone Investment 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
2026
Q1 		$10.6M Buy
422,380
+5,348
+1% +$135K 2.56% 13
2025
Q4 		$10.5M Buy
417,032
+34,334
+9% +$867K 2.55% 11
2025
Q3 		$9.69M Buy
382,698
+25,800
+7% +$650K 2.41% 15
2025
Q2 		$8.98M Buy
356,898
+28,358
+9% +$707K 2.34% 15
2025
Q1 		$8.21M Buy
328,540
+14,634
+5% +$363K 2.28% 13
2024
Q4 		$7.75M Buy
313,906
+6,951
+2% +$173K 2.11% 14
2024
Q3 		$7.72M Sell
306,955
-1,516
-0.5% -$37.7K 2.16% 12
2024
Q2 		$7.55M Sell
308,471
-5,808
-2% -$142K 2.01% 17
2024
Q1 		$7.69M Sell
314,279
-6,341
-2% -$155K 2.07% 16
2023
Q4 		$7.85M Sell
320,620
-51,050
-14% -$1.22M 2.28% 15
2023
Q3 		$8.83M Sell
371,670
-11,398
-3% -$272K 2.51% 14
2023
Q2 		$9.16M Sell
383,068
-20,728
-5% -$498K 2.84% 12
2023
Q1 		$9.72M Sell
403,796
-1,329
-0.3% -$31.8K 3% 11
2022
Q4 		$9.63M Buy
+405,125
New +$9.56M 3.38% 11

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Milestone Investment Advisors's SUSB Position: Q1 2026 in Review

Milestone Investment Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.3% in Q1 2026, buying an estimated $135K and bringing the position to 422,380 shares worth $10.6M. The position accounts for 2.56% of the portfolio, ranked #13.

Milestone Investment Advisors first reported a position in SUSB in Q4 2022 and has held it in 14 quarters since. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Milestone Investment Advisors held 422,380 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $10.6M as of Q1 2026.
  • Milestone Investment Advisors bought 5,348 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $135K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 2.56% of Milestone Investment Advisors's portfolio in Q1 2026, its #13 holding.
  • Milestone Investment Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.