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

Mutual 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	$771K	Buy	30,750 +12,454	+68%	+$314K	0.02%	695
2025 Q4	$462K	Buy	18,296 +7,521	+70%	+$190K	0.01%	916
2025 Q3	$273K	Buy	+10,775	New	+$271K	0.01%	1090
2023 Q3	–	Sell	-9,118	Closed	-$218K	–	1044
2023 Q2	$218K	Sell	9,118 -11	-0.1%	-$264	0.01%	920
2023 Q1	$220K	Buy	9,129 +83	+0.9%	+$1.99K	0.01%	891
2022 Q4	$215K	Buy	+9,046	New	+$214K	0.01%	850

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mutual Advisors's SUSB Position: Q1 2026 in Review

Mutual Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 68% in Q1 2026, buying an estimated $314K and bringing the position to 30,750 shares worth $771K. The position accounts for 0.02% of the portfolio, ranked #695.

Mutual Advisors first reported a position in SUSB in Q4 2022 and has held it in 6 quarters since. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Mutual Advisors held 30,750 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $771K as of Q1 2026.
Mutual Advisors bought 12,454 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $314K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #695 holding.
Mutual Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 6 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 Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.