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

NorthRock Partners’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 		$2.59M Buy
103,191
+5,353
+5% +$135K 0.04% 177
2025
Q4 		$2.47M Buy
+97,838
New +$2.47M 0.04% 176
2024
Q1 		– Sell
-3,939
Closed -$96.4K – 834
2023
Q4 		$96.4K Buy
+3,939
New +$94.4K ﹤0.01% 593

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

NorthRock Partners's SUSB Position: Q1 2026 in Review

NorthRock Partners increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 5.5% in Q1 2026, buying an estimated $135K and bringing the position to 103,191 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #177.

NorthRock Partners first reported a position in SUSB in Q4 2023 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • NorthRock Partners held 103,191 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.59M as of Q1 2026.
  • NorthRock Partners bought 5,353 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 0.04% of NorthRock Partners's portfolio in Q1 2026, its #177 holding.
  • NorthRock Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 3 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 NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.