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SUSB icon

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

Sachetta’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
Q2 		$41.8K Hold
1,671
– – 0.02% 217
2026
Q1 		$41.9K Sell
1,671
-73
-4% -$1.84K 0.02% 224
2025
Q4 		$44K Hold
1,744
– – 0.02% 213
2025
Q3 		$44.1K Hold
1,744
– – 0.02% 279
2025
Q2 		$43.9K Hold
1,744
– – 0.02% 271
2025
Q1 		$43.6K Sell
1,744
-1,961
-53% -$48.7K 0.02% 266
2024
Q4 		$91.5K Hold
3,705
– – 0.04% 210
2024
Q3 		$93.2K Hold
3,705
– – 0.04% 207
2024
Q2 		$91.6K Hold
3,705
– – 0.04% 198
2024
Q1 		$90.7K Hold
3,705
– – 0.04% 194
2023
Q4 		$90.7K Buy
+3,705
New +$88.8K 0.04% 194

Other funds holding SUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sachetta's SUSB Position: Q2 2026 in Review

Sachetta held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 1,671 shares worth $41.8K. The position accounts for 0.02% of the portfolio, ranked #217.

Sachetta first reported a position in SUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $93.2K in Q3 2024. 76 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Sachetta held 1,671 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $41.8K as of Q2 2026.
  • Sachetta left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Sachetta's portfolio in Q2 2026, its #217 holding.
  • Sachetta first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $93.2K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.