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Schneider Downs Wealth Management Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Schneider Downs Wealth Management 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
2026
Q1 		$1.03M Sell
41,042
-1,610
-4% -$40.6K 0.11% 65
2025
Q4 		$1.08M Sell
42,652
-1,187
-3% -$30K 0.12% 63
2025
Q3 		$1.11M Buy
43,839
+1,145
+3% +$28.8K 0.13% 60
2025
Q2 		$1.07M Hold
42,694
– – 0.16% 60
2025
Q1 		$1.07M Sell
42,694
-1,205
-3% -$29.9K 0.19% 55
2024
Q4 		$1.08M Sell
43,899
-12,795
-23% -$318K 0.2% 56
2024
Q3 		$1.43M Buy
56,694
+36,028
+174% +$896K 0.29% 45
2024
Q2 		$506K Hold
20,666
– – 0.11% 74
2024
Q1 		$506K Sell
20,666
-1,188
-5% -$29K 0.12% 76
2023
Q4 		$535K Buy
21,854
+420
+2% +$10.1K 0.14% 63
2023
Q3 		$509K Buy
21,434
+879
+4% +$21K 0.12% 57
2023
Q2 		$491K Hold
20,555
– – 0.11% 64
2023
Q1 		$495K Hold
20,555
– – 0.1% 65
2022
Q4 		$489K Buy
20,555
+5,429
+36% +$128K 0.11% 67
2022
Q3 		$355K Buy
15,126
+1,680
+12% +$40.4K 0.1% 83
2022
Q2 		$324K Sell
13,446
-380
-3% -$9.22K 0.09% 94
2022
Q1 		$341K Buy
13,826
+1,222
+10% +$30.7K 0.09% 101
2021
Q4 		$323K Buy
12,604
+1,814
+17% +$46.7K 0.08% 110
2021
Q3 		$280K Buy
10,790
+768
+8% +$20K 0.07% 113
2021
Q2 		$261K Sell
10,022
-114
-1% -$2.97K 0.07% 113
2021
Q1 		$263K Buy
10,136
+305
+3% +$7.95K 0.06% 109
2020
Q4 		$257K Buy
9,831
+573
+6% +$15K 0.07% 76
2020
Q3 		$242K Buy
9,258
+631
+7% +$16.5K 0.08% 91
2020
Q2 		$224K Hold
8,627
– – 0.08% 86
2020
Q1 		$215K Sell
8,627
-387
-4% -$9.77K 0.08% 84
2019
Q4 		$229K Hold
9,014
– – 0.07% 61
2019
Q3 		$229K Buy
9,014
+744
+9% +$18.9K 0.07% 58
2019
Q2 		$210K Buy
+8,270
New +$207K 0.07% 66
2019
Q1 		– Sell
-10,542
Closed -$258K – 70
2018
Q4 		$258K Hold
10,542
– – 0.11% 50
2018
Q3 		$259K Buy
+10,542
New +$259K 0.16% 46

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

Schneider Downs Wealth Management Advisors's SUSB Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.8% in Q1 2026, selling an estimated $40.6K and leaving 41,042 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #65.

Schneider Downs Wealth Management Advisors first reported a position in SUSB in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.43M in Q3 2024. 310 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 41,042 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.03M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors sold 1,610 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $40.6K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.11% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #65 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2018 and has held it in 30 quarters since.
  • Schneider Downs Wealth Management Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.43M in Q3 2024.
  • 310 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.