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

Presilium Private Wealth’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
Q1 		$662K Sell
26,423
-502
-2% -$12.7K 0.12% 43
2025
Q4 		$680K Buy
26,925
+788
+3% +$19.9K 0.12% 43
2025
Q3 		$662K Buy
26,137
+1,653
+7% +$41.6K 0.13% 43
2025
Q2 		$616K Buy
24,484
+814
+3% +$20.3K 0.13% 43
2025
Q1 		$592K Buy
23,670
+509
+2% +$12.6K 0.13% 44
2024
Q4 		$572K Buy
23,161
+2,816
+14% +$70K 0.13% 52
2024
Q3 		$512K Buy
20,345
+211
+1% +$5.25K 0.12% 51
2024
Q2 		$493K Buy
20,134
+471
+2% +$11.5K 0.12% 54
2024
Q1 		$481K Buy
19,663
+3,534
+22% +$86.4K 0.13% 54
2023
Q4 		$395K Sell
16,129
-1,995
-11% -$47.8K 0.11% 56
2023
Q3 		$431K Buy
+18,124
New +$433K 0.14% 41

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return