Novare Capital Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Novare Capital Management’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	$586K	Sell	23,378 -5,611	-19%	-$141K	0.05%	130
2025 Q4	$732K	Sell	28,989 -1,126	-4%	-$28.4K	0.05%	123
2025 Q3	$762K	Buy	30,115 +2,465	+9%	+$62.1K	0.06%	122
2025 Q2	$696K	Buy	27,650 +2,250	+9%	+$56.1K	0.06%	130
2025 Q1	$635K	Buy	25,400 +1,055	+4%	+$26.2K	0.06%	133
2024 Q4	$601K	Sell	24,345 -160	-0.7%	-$3.98K	0.05%	135
2024 Q3	$617K	Sell	24,505 -3,170	-11%	-$78.8K	0.05%	133
2024 Q2	$678K	Buy	+27,675	New	+$674K	0.06%	124

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

Novare Capital Management's SUSB Position: Q1 2026 in Review

Novare Capital Management reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 19% in Q1 2026, selling an estimated $141K and leaving 23,378 shares worth $586K. The position accounts for 0.05% of the portfolio, ranked #130.

Novare Capital Management first reported a position in SUSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $762K in Q3 2025. 310 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Novare Capital Management held 23,378 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $586K as of Q1 2026.
Novare Capital Management sold 5,611 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $141K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.05% of Novare Capital Management's portfolio in Q1 2026, its #130 holding.
Novare Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
Novare Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $762K in Q3 2025.
310 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.