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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
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

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

Root Financial Partners's SUSB Position: Q1 2026 in Review

Root Financial Partners reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 56% in Q1 2026, selling an estimated $4.26K and leaving 132 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Root Financial Partners first reported a position in SUSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.6K in Q4 2025. 310 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Root Financial Partners held 132 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.31K as of Q1 2026.
  • Root Financial Partners sold 169 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $4.26K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2116 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 2 quarters since.
  • Root Financial Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $7.6K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.