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

Private Advisor 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
Q1 		$229K Sell
9,147
-4,619
-34% -$116K ﹤0.01% 2378
2025
Q4 		$347K Sell
13,766
-6,626
-32% -$167K ﹤0.01% 2057
2025
Q3 		$516K Buy
20,392
+708
+4% +$17.8K ﹤0.01% 1763
2025
Q2 		$495K Buy
19,684
+2,177
+12% +$54.3K ﹤0.01% 1695
2025
Q1 		$437K Buy
17,507
+1,586
+10% +$39.4K ﹤0.01% 1671
2024
Q4 		$393K Sell
15,921
-33
-0.2% -$820 ﹤0.01% 1718
2024
Q3 		$401K Buy
15,954
+240
+2% +$5.97K ﹤0.01% 1740
2024
Q2 		$385K Sell
15,714
-51
-0.3% -$1.24K ﹤0.01% 1715
2024
Q1 		$386K Buy
15,765
+210
+1% +$5.13K ﹤0.01% 1676
2023
Q4 		$381K Buy
15,555
+865
+6% +$20.7K ﹤0.01% 1637
2023
Q3 		$349K Sell
14,690
-24,746
-63% -$591K ﹤0.01% 1539
2023
Q2 		$944K Sell
39,436
-9,258
-19% -$222K 0.01% 1074
2023
Q1 		$1.17M Sell
48,694
-294
-0.6% -$7.04K 0.01% 920
2022
Q4 		$203K Buy
48,988
+30,327
+163% +$716K 0.01% 889
2022
Q3 		$438K Sell
18,661
-293
-2% -$7.05K 0.01% 1307
2022
Q2 		$457K Sell
18,954
-16,557
-47% -$402K ﹤0.01% 1457
2022
Q1 		$875K Sell
35,511
-175,142
-83% -$4.4M 0.01% 1151
2021
Q4 		$5.4M Buy
210,653
+36,771
+21% +$947K 0.04% 426
2021
Q3 		$4.52M Buy
173,882
+19,343
+13% +$504K 0.03% 561
2021
Q2 		$4.02M Buy
+154,539
New +$4.02M 0.04% 481
2020
Q3 		– Sell
-3,338
Closed -$87K – 3195
2020
Q2 		$87K Buy
+3,338
New +$85.5K ﹤0.01% 1794

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
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 $432B 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 $570B 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 $530B AUM 22.01% 1-Year Est. Return

Private Advisor Group's SUSB Position: Q1 2026 in Review

Private Advisor Group reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 34% in Q1 2026, selling an estimated $116K and leaving 9,147 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Private Advisor Group first reported a position in SUSB in Q2 2020 and has held it in 21 quarters since. The position peaked at $5.4M in Q4 2021. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Private Advisor Group held 9,147 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $229K as of Q1 2026.
  • Private Advisor Group sold 4,619 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $116K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2378 holding.
  • Private Advisor Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Private Advisor Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $5.4M in Q4 2021.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.