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

PFG 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
Q1 		– Sell
-9,005
Closed -$222K – 719
2024
Q4 		$222K Sell
9,005
-103
-1% -$2.56K 0.01% 647
2024
Q3 		$229K Sell
9,108
-6,067
-40% -$151K 0.01% 655
2024
Q2 		$372K Buy
15,175
+465
+3% +$11.3K 0.03% 495
2024
Q1 		$360K Buy
14,710
+3,421
+30% +$83.6K 0.03% 478
2023
Q4 		$276K Sell
11,289
-103
-0.9% -$2.47K 0.02% 502
2023
Q3 		$271K Sell
11,392
-351
-3% -$8.38K 0.02% 486
2023
Q2 		$281K Sell
11,743
-2,748
-19% -$66K 0.02% 539
2023
Q1 		$349K Sell
14,491
-150
-1% -$3.59K 0.03% 456
2022
Q4 		$348K Sell
14,641
-982
-6% -$23.2K 0.03% 424
2022
Q3 		$367K Sell
15,623
-1,872
-11% -$45K 0.04% 377
2022
Q2 		$421K Sell
17,495
-651
-4% -$15.8K 0.05% 267
2022
Q1 		$447K Sell
18,146
-800
-4% -$20.1K 0.04% 288
2021
Q4 		$486K Sell
18,946
-167
-0.9% -$4.3K 0.05% 353
2021
Q3 		$497K Buy
19,113
+1,418
+8% +$36.9K 0.06% 332
2021
Q2 		$461K Sell
17,695
-1,480
-8% -$38.5K 0.05% 330
2021
Q1 		$498K Buy
19,175
+347
+2% +$9.05K 0.06% 303
2020
Q4 		$493K Buy
18,828
+3,752
+25% +$97.9K 0.08% 246
2020
Q3 		$392K Buy
+15,076
New +$394K 0.08% 258

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 22.96% 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

PFG Advisors's SUSB Position: Q1 2025 in Review

PFG Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2025, closing a stake of 9,005 shares — an estimated $222K sold.

PFG Advisors first reported a position in SUSB in Q3 2020 and held it in 18 quarters. The position peaked at $498K in Q1 2021. 300 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

  • PFG Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • PFG Advisors sold 9,005 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $222K.
  • PFG Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2020 and held it in 18 quarters.
  • PFG Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $498K in Q1 2021.
  • 300 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on PFG Advisors's 13F filing for Q1 2025, filed 6 May 2025.