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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
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% -$7.49K 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

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

Rehmann Capital Advisory Group's SUSB Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 11% in Q1 2026, selling an estimated $39.6K and leaving 13,017 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #521.

Rehmann Capital Advisory Group first reported a position in SUSB in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.4M in Q2 2021. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Rehmann Capital Advisory Group held 13,017 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $326K as of Q1 2026.
  • Rehmann Capital Advisory Group sold 1,569 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $39.6K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #521 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 27 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.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.