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Orion Portfolio Solutions’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Orion Portfolio Solutions’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
Q1 		$209K Sell
8,365
-5,774
-41% -$143K ﹤0.01% 1788
2024
Q4 		$349K Buy
14,139
+1,239
+10% +$30.8K ﹤0.01% 1481
2024
Q3 		$325K Buy
+12,900
New +$321K ﹤0.01% 1500
2024
Q1 		– Sell
-24,045
Closed -$587K – 1752
2023
Q4 		$587K Buy
24,045
+4,257
+22% +$102K 0.01% 1148
2023
Q3 		$470K Buy
19,788
+9,278
+88% +$221K 0.01% 1222
2023
Q2 		$251K Buy
+10,510
New +$252K ﹤0.01% 1474
2023
Q1 		– Sell
-10,857
Closed -$258K – 1608
2022
Q4 		$258K Buy
10,857
+1,171
+12% +$27.6K 0.01% 704
2022
Q3 		$228K Buy
+9,686
New +$233K 0.01% 663
2022
Q2 		– Sell
-11,477
Closed -$283K – 739
2022
Q1 		$283K Sell
11,477
-5,083
-31% -$128K 0.01% 591
2021
Q4 		$425K Sell
16,560
-2,712
-14% -$69.8K 0.01% 465
2021
Q3 		$501K Buy
19,272
+2,197
+13% +$57.2K 0.02% 392
2021
Q2 		$445K Buy
17,075
+3,885
+29% +$101K 0.02% 391
2021
Q1 		$343K Sell
13,190
-2,364
-15% -$61.6K 0.01% 399
2020
Q4 		$407K Sell
15,554
-3,034
-16% -$79.2K 0.02% 327
2020
Q3 		$485K Buy
18,588
+7,708
+71% +$201K 0.03% 274
2020
Q2 		$283K Buy
10,880
+6,538
+151% +$167K 0.02% 332
2020
Q1 		$108K Buy
+4,342
New +$110K 0.01% 431

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Orion Portfolio Solutions's SUSB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 41% in Q1 2025, selling an estimated $143K and leaving 8,365 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Orion Portfolio Solutions first reported a position in SUSB in Q1 2020 and has held it in 17 quarters since. The position peaked at $587K in Q4 2023. 300 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

  • Orion Portfolio Solutions held 8,365 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $209K as of Q1 2025.
  • Orion Portfolio Solutions sold 5,774 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $143K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1788 holding.
  • Orion Portfolio Solutions first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2020 and has held it in 17 quarters since.
  • Orion Portfolio Solutions's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $587K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.