Scott Capital Advisors
SUSB icon

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
Q3 		$1.12M Sell
45,692
-1,191
-3% -$29.5K 0.16% 39
2026
Q2 		$1.17M Buy
+46,883
New +$1.17M 0.18% 35

Other funds holding SUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Scott Capital Advisors's SUSB Position: Q3 2026 in Review

Scott Capital Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.5% in Q3 2026, selling an estimated $29.5K and leaving 45,692 shares worth $1.12M. The position accounts for 0.16% of the portfolio, ranked #39.

Scott Capital Advisors first reported a position in SUSB in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.17M in Q2 2026. 325 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Scott Capital Advisors held 45,692 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.12M as of Q3 2026.
  • Scott Capital Advisors sold 1,191 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $29.5K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.16% of Scott Capital Advisors's portfolio in Q3 2026, its #39 holding.
  • Scott Capital Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Scott Capital Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.17M in Q2 2026.
  • 325 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Scott Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.