Rehmann Capital Advisory Group
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Rehmann Capital Advisory Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Rehmann Capital Advisory 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 		$324K Buy
13,272
+144
+1% +$3.57K 0.01% 557
2026
Q2 		$328K Buy
13,128
+111
+0.9% +$2.77K 0.02% 537
2026
Q1 		$326K Sell
13,017
-1,569
-11% -$39.6K 0.02% 521
2025
Q4 		$368K Buy
14,586
+56
+0.4% +$1.42K 0.02% 473
2025
Q3 		$368K Buy
14,530
+84
+0.6% +$2.12K 0.02% 449
2025
Q2 		$364K Buy
14,446
+128
+0.9% +$3.19K 0.02% 431
2025
Q1 		$358K Buy
14,318
+84
+0.6% +$2.08K 0.02% 440
2024
Q4 		$352K Sell
14,234
-4,823
-25% -$120K 0.02% 431
2024
Q3 		$479K Sell
19,057
-301
-2% -$7.48K 0.03% 347
2024
Q2 		$474K Buy
19,358
+1,007
+5% +$24.5K 0.03% 338
2024
Q1 		$449K Buy
18,351
+63
+0.3% +$1.54K 0.03% 342
2023
Q4 		$448K Sell
18,288
-376
-2% -$9.01K 0.04% 331
2023
Q3 		$444K Sell
18,664
-150
-0.8% -$3.58K 0.04% 312
2023
Q2 		$450K Buy
18,814
+1,613
+9% +$38.7K 0.04% 324
2023
Q1 		$414K Sell
17,201
-1,084
-6% -$25.9K 0.04% 338
2022
Q4 		$435K Sell
18,285
-15,553
-46% -$367K 0.04% 317
2022
Q3 		$795K Buy
33,838
+1,388
+4% +$33.4K 0.09% 200
2022
Q2 		$782K Sell
32,450
-10,936
-25% -$265K 0.09% 203
2022
Q1 		$1.07M Sell
43,386
-10,147
-19% -$255K 0.1% 178
2021
Q4 		$1.37M Sell
53,533
-200
-0.4% -$5.15K 0.13% 142
2021
Q3 		$1.4M Buy
53,733
+96
+0.2% +$2.5K 0.13% 133
2021
Q2 		$1.4M Buy
53,637
+345
+0.6% +$8.98K 0.14% 126
2021
Q1 		$1.38M Buy
53,292
+79
+0.1% +$2.06K 0.14% 120
2020
Q4 		$1.39M Buy
53,213
+195
+0.4% +$5.09K 0.16% 110
2020
Q3 		$1.38M Sell
53,018
-355
-0.7% -$9.27K 0.18% 106
2020
Q2 		$1.39M Sell
53,373
-399
-0.7% -$10.2K 0.19% 97
2020
Q1 		$1.34M Buy
+53,772
New +$1.36M 0.22% 85
2019
Q3 		– Sell
-47,571
Closed -$1.21M – 2080
2019
Q2 		$1.21M Sell
47,571
-2,940
-6% -$73.7K 0.15% 115
2019
Q1 		$1.26M Buy
+50,511
New +$1.25M 0.17% 99

Other funds holding SUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Rehmann Capital Advisory Group's SUSB Position: Q3 2026 in Review

Rehmann Capital Advisory Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.1% in Q3 2026, buying an estimated $3.57K and bringing the position to 13,272 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #557.

Rehmann Capital Advisory Group first reported a position in SUSB in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.4M in Q2 2021. 325 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Rehmann Capital Advisory Group held 13,272 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $324K as of Q3 2026.
  • Rehmann Capital Advisory Group bought 144 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $3.57K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2026, its #557 holding.
  • Rehmann Capital Advisory Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Rehmann Capital Advisory Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.4M in Q2 2021.
  • 325 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2026, filed 12 Nov 2026.