Running Point Capital Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Running Point Capital Advisors’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	$93.5K	Sell	3,703 -375	-9%	-$9.47K	0.03%	138
2025 Q3	$103K	Hold	4,078	–	–	0.03%	138
2025 Q2	$103K	Hold	4,078	–	–	0.03%	131
2025 Q1	$102K	Buy	4,078 +112	+3%	+$2.78K	0.03%	125
2024 Q4	$98K	Buy	3,966 +263	+7%	+$6.53K	0.03%	115
2024 Q3	$93.2K	Hold	3,703	–	–	0.04%	106
2024 Q2	$90.7K	Hold	3,703	–	–	0.04%	101
2024 Q1	$90.6K	Hold	3,703	–	–	0.04%	103
2023 Q4	$90.6K	Sell	3,703 -15,989	-81%	-$383K	0.04%	110
2023 Q3	$468K	Hold	19,692	–	–	0.27%	59
2023 Q2	$471K	Hold	19,692	–	–	0.26%	59
2023 Q1	$474K	Hold	19,692	–	–	0.29%	54
2022 Q4	$468K	Buy	19,692 +3,735	+23%	+$88.2K	0.29%	55
2022 Q3	$375K	Buy	15,957 +4,554	+40%	+$110K	0.25%	54
2022 Q2	$275K	Buy	+11,403	New	+$277K	0.18%	73

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

Running Point Capital Advisors's SUSB Position: Q4 2025 in Review

Running Point Capital Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 9.2% in Q4 2025, selling an estimated $9.47K and leaving 3,703 shares worth $93.5K. The position accounts for 0.03% of the portfolio, ranked #138.

Running Point Capital Advisors first reported a position in SUSB in Q2 2022 and has held it in 15 quarters since. The position peaked at $474K in Q1 2023. 306 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

Running Point Capital Advisors held 3,703 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $93.5K as of Q4 2025.
Running Point Capital Advisors sold 375 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $9.47K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Running Point Capital Advisors's portfolio in Q4 2025, its #138 holding.
Running Point Capital Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2022 and has held it in 15 quarters since.
Running Point Capital Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $474K in Q1 2023.
306 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.