Pine Grove Financial Group
SUSB icon

Pine Grove Financial Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Pine Grove Financial Group’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 		$403K Buy
16,494
+807
+5% +$20K 0.04% 153
2026
Q2 		$392K Buy
+15,687
New +$392K 0.04% 151

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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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Pine Grove Financial Group's SUSB Position: Q3 2026 in Review

Pine Grove Financial Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 5.1% in Q3 2026, buying an estimated $20K and bringing the position to 16,494 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #153.

Pine Grove Financial Group first reported a position in SUSB in Q2 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Pine Grove Financial Group held 16,494 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $403K as of Q3 2026.
  • Pine Grove Financial Group bought 807 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $20K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Pine Grove Financial Group's portfolio in Q3 2026, its #153 holding.
  • Pine Grove Financial Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.