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

Parkside 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
Q2 		$2.17M Sell
86,192
-2,476
-3% -$61.7K 0.48% 28
2025
Q1 		$2.22M Buy
88,668
+1,279
+1% +$31.8K 0.53% 26
2024
Q4 		$2.16M Buy
87,389
+18,507
+27% +$460K 0.51% 27
2024
Q3 		$1.73M Buy
68,882
+392
+0.6% +$9.75K 0.41% 29
2024
Q2 		$1.68M Buy
68,490
+1,723
+3% +$42K 0.43% 29
2024
Q1 		$1.63M Buy
66,767
+4,144
+7% +$101K 0.42% 30
2023
Q4 		$1.53M Buy
62,623
+2,748
+5% +$65.9K 0.42% 28
2023
Q3 		$1.42M Sell
59,875
-6,862
-10% -$164K 0.44% 28
2023
Q2 		$1.6M Buy
66,737
+2,878
+5% +$69.1K 0.49% 27
2023
Q1 		$1.54M Buy
63,859
+2,996
+5% +$71.7K 0.51% 27
2022
Q4 		$1.45M Sell
60,863
-444
-0.7% -$10.5K 0.51% 29
2022
Q3 		$1.44M Buy
61,307
+1,006
+2% +$24.2K 0.55% 25
2022
Q2 		$1.45M Sell
60,301
-178
-0.3% -$4.32K 0.52% 26
2022
Q1 		$1.49M Buy
60,479
+2,356
+4% +$59.1K 0.47% 26
2021
Q4 		$1.49M Buy
58,123
+733
+1% +$18.9K 0.45% 28
2021
Q3 		$1.49M Buy
57,390
+5,906
+11% +$154K 0.47% 27
2021
Q2 		$1.34M Buy
51,484
+16,245
+46% +$423K 0.43% 27
2021
Q1 		$915K Buy
35,239
+7,549
+27% +$197K 0.32% 30
2020
Q4 		$725K Buy
27,690
+15,946
+136% +$416K 0.27% 34
2020
Q3 		$307K Buy
11,744
+4,054
+53% +$106K 0.14% 50
2020
Q2 		$200K Buy
+7,690
New +$197K 0.09% 60

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Parkside Advisors's SUSB Position: Q2 2025 in Review

Parkside Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.8% in Q2 2025, selling an estimated $61.7K and leaving 86,192 shares worth $2.17M. The position accounts for 0.48% of the portfolio, ranked #28.

Parkside Advisors first reported a position in SUSB in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.22M in Q1 2025. 294 funds tracked by Wall St. Rank hold SUSB as of Q2 2025.

  • Parkside Advisors held 86,192 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.17M as of Q2 2025.
  • Parkside Advisors sold 2,476 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2025, an estimated $61.7K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.48% of Parkside Advisors's portfolio in Q2 2025, its #28 holding.
  • Parkside Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Parkside Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.22M in Q1 2025.
  • 294 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.