One Wealth Capital Management
SUSB icon

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

One Wealth 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
Q3 		– Sell
-9,861
Closed -$246K – 237
2026
Q2 		$246K Buy
+9,861
New +$246K 0.07% 204
2025
Q1 		– Sell
-9,094
Closed -$225K – 115
2024
Q4 		$225K Buy
+9,094
New +$226K 0.11% 100

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One Wealth Capital Management's SUSB Position: Q3 2026 in Review

One Wealth Capital Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2026, closing a stake of 9,861 shares — an estimated $246K sold.

One Wealth Capital Management first reported a position in SUSB in Q4 2024 and held it in 2 quarters. The position peaked at $246K in Q2 2026. 209 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • One Wealth Capital Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • One Wealth Capital Management sold 9,861 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $246K.
  • One Wealth Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • One Wealth Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $246K in Q2 2026.
  • 209 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on One Wealth Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.