OneDigital Investment Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

OneDigital Investment 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
2025 Q4	–	Sell	-10,317	Closed	-$261K	–	1589
2025 Q3	$261K	Sell	10,317 -3,847	-27%	-$96.9K	﹤0.01%	1266
2025 Q2	$357K	Buy	14,164 +151	+1%	+$3.77K	﹤0.01%	1064
2025 Q1	$350K	Sell	14,013 -38,724	-73%	-$961K	﹤0.01%	1010
2024 Q4	$1.3M	Buy	52,737 +24,314	+86%	+$604K	0.02%	550
2024 Q3	$715K	Buy	+28,423	New	+$707K	0.01%	787
2022 Q4	–	Sell	-11,343	Closed	-$266K	–	853
2022 Q3	$266K	Buy	+11,343	New	+$273K	0.01%	629

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OneDigital Investment Advisors's SUSB Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025, closing a stake of 10,317 shares — an estimated $261K sold.

OneDigital Investment Advisors first reported a position in SUSB in Q3 2022 and held it in 6 quarters. The position peaked at $1.3M in Q4 2024. 306 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

OneDigital Investment Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 10,317 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $261K.
OneDigital Investment Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and held it in 6 quarters.
OneDigital Investment Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.3M in Q4 2024.
306 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.