Park Avenue Securities
SUSB icon

Park Avenue Securities’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Park Avenue Securities’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 		$5.6M Buy
229,361
+17,593
+8% +$436K 0.03% 363
2026
Q2 		$5.29M Buy
+211,768
New +$5.29M 0.03% 368
2025
Q4 		– Sell
-7,943
Closed -$201K – 1681
2025
Q3 		$201K Sell
7,943
-602
-7% -$15.2K ﹤0.01% 1586
2025
Q2 		$215K Sell
8,545
-1,968
-19% -$49.1K ﹤0.01% 1412
2025
Q1 		$263K Sell
10,513
-101,822
-91% -$2.53M ﹤0.01% 1043
2024
Q4 		$2.78M Buy
112,335
+13,111
+13% +$326K 0.03% 371
2024
Q3 		$2.5M Buy
+99,224
New +$2.47M 0.03% 373
2023
Q1 		– Sell
-40,928
Closed -$973K – 1109
2022
Q4 		$973K Buy
+40,928
New +$966K 0.02% 530
2022
Q2 		– Sell
-8,844
Closed -$218K – 1177
2022
Q1 		$218K Sell
8,844
-70,994
-89% -$1.78M ﹤0.01% 1063
2021
Q4 		$2.05M Sell
79,838
-41,420
-34% -$1.07M 0.04% 276
2021
Q3 		$3.15M Sell
121,258
-66,458
-35% -$1.73M 0.06% 168
2021
Q2 		$4.89M Buy
187,716
+150,120
+399% +$3.91M 0.1% 99
2021
Q1 		$977K Buy
37,596
+26,244
+231% +$684K 0.02% 348
2020
Q4 		$297K Buy
11,352
+2,535
+29% +$66.2K 0.01% 691
2020
Q3 		$230K Buy
+8,817
New +$230K 0.01% 672

Other funds holding SUSB

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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities's SUSB Position: Q3 2026 in Review

Park Avenue Securities increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 8.3% in Q3 2026, buying an estimated $436K and bringing the position to 229,361 shares worth $5.6M. The position accounts for 0.03% of the portfolio, ranked #363.

Park Avenue Securities first reported a position in SUSB in Q3 2020 and has held it in 15 quarters since. 134 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Park Avenue Securities held 229,361 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $5.6M as of Q3 2026.
  • Park Avenue Securities bought 17,593 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $436K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Park Avenue Securities's portfolio in Q3 2026, its #363 holding.
  • Park Avenue Securities first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2020 and has held it in 15 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Park Avenue Securities's 13F filing for Q3 2026, filed 26 Oct 2026.