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

Scott 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
2026 Q2	$1.17M	Buy	+46,883	New	+$1.17M	0.18%	35

Other funds holding SUSB

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return