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 Q3	$1.15M	Buy	47,024 +8,009	+21%	+$198K	0.02%	605
2026 Q2	$975K	Buy	39,015 +8,265	+27%	+$207K	0.02%	668
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Mutual Advisors's SUSB Position: Q3 2026 in Review

Mutual Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 21% in Q3 2026, buying an estimated $198K and bringing the position to 47,024 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #605.

Mutual Advisors first reported a position in SUSB in Q4 2022 and has held it in 8 quarters since. 325 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Mutual Advisors held 47,024 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.15M as of Q3 2026.
Mutual Advisors bought 8,009 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $198K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Mutual Advisors's portfolio in Q3 2026, its #605 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 8 quarters since.
325 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.