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

Physician Wealth 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
2026 Q3	–	Sell	-810	Closed	-$20.1K	–	2435
2026 Q2	$20.2K	Buy	810 +9	+1%	+$225	﹤0.01%	659
2026 Q1	$20.1K	Buy	801 +6	+0.8%	+$151	﹤0.01%	616
2025 Q4	$20.1K	Buy	795 +12	+2%	+$303	﹤0.01%	584
2025 Q3	$19.8K	Buy	783 +8	+1%	+$201	﹤0.01%	577
2025 Q2	$19.5K	Buy	775 +9	+1%	+$224	﹤0.01%	522
2025 Q1	$19.2K	Buy	766 +5	+0.7%	+$124	﹤0.01%	496
2024 Q4	$18.8K	Buy	+761	New	+$18.9K	﹤0.01%	522

Other funds holding SUSB

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Physician Wealth Advisors's SUSB Position: Q3 2026 in Review

Physician Wealth Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2026, closing a stake of 810 shares — an estimated $20.1K sold.

Physician Wealth Advisors first reported a position in SUSB in Q4 2024 and held it in 7 quarters. The position peaked at $20.2K in Q2 2026. 93 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Physician Wealth Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Physician Wealth Advisors sold 810 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $20.1K.
Physician Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and held it in 7 quarters.
Physician Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $20.2K in Q2 2026.
93 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.