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SUSB icon

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

&Partners’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
-8,196
Closed -$207K – 2350
2025
Q3 		$207K Buy
+8,196
New +$206K ﹤0.01% 1948
2025
Q2 		– Sell
-8,255
Closed -$206K – 2035
2025
Q1 		$206K Sell
8,255
-1,020
-11% -$25.3K ﹤0.01% 1622
2024
Q4 		$229K Buy
9,275
+18
+0.2% +$447 ﹤0.01% 1474
2024
Q3 		$233K Buy
+9,257
New +$230K ﹤0.01% 1231

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

&Partners's SUSB Position: Q4 2025 in Review

&Partners sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025, closing a stake of 8,196 shares — an estimated $207K sold.

&Partners first reported a position in SUSB in Q3 2024 and held it in 4 quarters. The position peaked at $233K in Q3 2024. 306 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

  • &Partners reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • &Partners sold 8,196 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $207K.
  • &Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and held it in 4 quarters.
  • &Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $233K in Q3 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 &Partners's 13F filing for Q4 2025, filed 17 Feb 2026.