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

RHS Financial’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
2025 Q4	–	Sell	-16,253	Closed	-$411K	–	151
2025 Q3	$411K	Buy	16,253 +71	+0.4%	+$1.79K	0.21%	79
2025 Q2	$407K	Buy	16,182 +4,131	+34%	+$103K	0.23%	79
2025 Q1	$301K	Sell	12,051 -210	-2%	-$5.21K	0.17%	103
2024 Q4	$303K	Buy	12,261 +3,493	+40%	+$86.8K	0.16%	103
2024 Q3	$221K	Sell	8,768 -4,305	-33%	-$107K	0.11%	125
2024 Q2	$320K	Buy	13,073 +656	+5%	+$16K	0.2%	72
2024 Q1	$304K	Buy	12,417 +1,470	+13%	+$35.9K	0.18%	89
2023 Q4	$268K	Buy	10,947 +1,878	+21%	+$45K	0.17%	90
2023 Q3	$216K	Buy	9,069 +511	+6%	+$12.2K	0.15%	91
2023 Q2	$205K	Buy	+8,558	New	+$206K	0.15%	93

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RHS Financial's SUSB Position: Q4 2025 in Review

RHS Financial sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025, closing a stake of 16,253 shares — an estimated $411K sold.

RHS Financial first reported a position in SUSB in Q2 2023 and held it in 10 quarters. The position peaked at $411K in Q3 2025. 307 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

RHS Financial reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
RHS Financial sold 16,253 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $411K.
RHS Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2023 and held it in 10 quarters.
RHS Financial's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $411K in Q3 2025.
307 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on RHS Financial's 13F filing for Q4 2025, filed 16 Jan 2026.