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

Orion 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 		$237K Buy
9,458
+557
+6% +$14K 0.08% 133
2025
Q4 		$225K Hold
8,901
– – 0.08% 143
2025
Q3 		$225K Hold
8,901
– – 0.08% 144
2025
Q2 		$224K Sell
8,901
-16
-0.2% -$399 0.09% 128
2025
Q1 		$223K Sell
8,917
-866
-9% -$21.5K 0.09% 123
2024
Q4 		$242K Buy
9,783
+308
+3% +$7.65K 0.11% 110
2024
Q3 		$238K Buy
9,475
+67
+0.7% +$1.67K 0.12% 111
2024
Q2 		$230K Buy
9,408
+357
+4% +$8.7K 0.12% 106
2024
Q1 		$222K Sell
9,051
-287
-3% -$7.01K 0.12% 115
2023
Q4 		$229K Buy
9,338
+4,200
+82% +$101K 0.13% 111
2023
Q3 		$122K Buy
+5,138
New +$123K 0.08% 145

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Thrivent Financial for Lutherans
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EWA
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Ameriprise
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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 $528B 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 $501B AUM 22.01% 1-Year Est. Return