Omega Financial Group
SUSB icon

Omega Financial Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Omega Financial Group’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 		$1.78M Sell
72,855
-678
-0.9% -$16.8K 0.55% 36
2026
Q2 		$1.84M Sell
73,533
-2,361
-3% -$59K 0.56% 38
2026
Q1 		$1.9M Buy
75,894
+1,322
+2% +$33.3K 0.62% 35
2025
Q4 		$1.88M Buy
74,572
+561
+0.8% +$14.2K 0.62% 37
2025
Q3 		$1.87M Buy
74,011
+1,113
+2% +$28K 0.62% 36
2025
Q2 		$1.83M Buy
72,898
+423
+0.6% +$10.5K 0.65% 35
2025
Q1 		$1.81M Buy
72,475
+5,207
+8% +$129K 0.7% 35
2024
Q4 		$1.66M Sell
67,268
-2,495
-4% -$62K 0.63% 38
2024
Q3 		$1.76M Sell
69,763
-1,441
-2% -$35.8K 0.67% 37
2024
Q2 		$1.74M Sell
71,204
-448
-0.6% -$10.9K 0.71% 37
2024
Q1 		$1.75M Sell
71,652
-3,743
-5% -$91.5K 0.72% 36
2023
Q4 		$1.85M Buy
75,395
+2,958
+4% +$70.9K 0.79% 35
2023
Q3 		$1.72M Sell
72,437
-5,822
-7% -$139K 0.84% 34
2023
Q2 		$1.87M Sell
78,259
-4,257
-5% -$102K 0.86% 35
2023
Q1 		$1.99M Buy
82,516
+5,353
+7% +$128K 0.92% 33
2022
Q4 		$1.85M Buy
77,163
+29,159
+61% +$688K 0.96% 32
2022
Q3 		$1.13M Sell
48,004
-6,036
-11% -$145K 0.58% 39
2022
Q2 		$1.3M Buy
54,040
+31,013
+135% +$752K 0.63% 38
2022
Q1 		$567K Buy
23,027
+1,319
+6% +$33.1K 0.25% 51
2021
Q4 		$557K Buy
21,708
+7,987
+58% +$206K 0.25% 47
2021
Q3 		$356K Buy
+13,721
New +$357K 0.17% 52

Other funds holding SUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Milestone Investment Advisors
Milestone Investment Advisors Middleton, Wisconsin $461M AUM 11.04% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Omega Financial Group's SUSB Position: Q3 2026 in Review

Omega Financial Group reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.92% in Q3 2026, selling an estimated $16.8K and leaving 72,855 shares worth $1.78M. The position accounts for 0.55% of the portfolio, ranked #36.

Omega Financial Group first reported a position in SUSB in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.99M in Q1 2023. 209 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Omega Financial Group held 72,855 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.78M as of Q3 2026.
  • Omega Financial Group sold 678 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $16.8K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.55% of Omega Financial Group's portfolio in Q3 2026, its #36 holding.
  • Omega Financial Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2021 and has held it in 21 quarters since.
  • Omega Financial Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.99M in Q1 2023.
  • 209 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Omega Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.