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

Root Financial Partners’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	$3M	Buy	+122,803	New	+$3.04M	0.1%	63
2026 Q2	–	Sell	-132	Closed	-$3.31K	–	2846
2026 Q1	$3.31K	Sell	132 -169	-56%	-$4.26K	﹤0.01%	2116
2025 Q4	$7.6K	Buy	+301	New	+$7.6K	﹤0.01%	1621

Other funds holding SUSB

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Root Financial Partners's SUSB Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2026: 122,803 shares worth $3M. The stake represents 0.1% of the portfolio and ranks #63 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SUSB as recently as Q1 2026.

Root Financial Partners first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Root Financial Partners held 122,803 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3M as of Q3 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Root Financial Partners position in Q3 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.1% of Root Financial Partners's portfolio in Q3 2026, its #63 holding.
Root Financial Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
139 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.