Shotwell Rutter Baer
SUSB icon

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

Shotwell Rutter Baer’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 		$531K Buy
21,750
+171
+0.8% +$4.23K 0.3% 27
2026
Q2 		$539K Buy
21,579
+406
+2% +$10.1K 0.3% 29
2026
Q1 		$531K Buy
21,173
+573
+3% +$14.4K 0.31% 29
2025
Q4 		$520K Buy
20,600
+607
+3% +$15.3K 0.31% 29
2025
Q3 		$505K Buy
19,993
+395
+2% +$9.9K 0.33% 30
2025
Q2 		$491K Sell
19,598
-92
-0.5% -$2.29K 0.33% 28
2025
Q1 		$491K Buy
19,690
+1,315
+7% +$32.6K 0.43% 22
2024
Q4 		$452K Buy
18,375
+380
+2% +$9.44K 0.38% 26
2024
Q3 		$449K Buy
17,995
+869
+5% +$21.6K 0.37% 26
2024
Q2 		$420K Sell
17,126
-159
-0.9% -$3.88K 0.37% 25
2024
Q1 		$421K Buy
17,285
+252
+1% +$6.16K 0.85% 12
2023
Q4 		$419K Buy
+17,033
New +$408K 0.4% 26

Other funds holding SUSB

Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Shotwell Rutter Baer's SUSB Position: Q3 2026 in Review

Shotwell Rutter Baer increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.79% in Q3 2026, buying an estimated $4.23K and bringing the position to 21,750 shares worth $531K. The position accounts for 0.3% of the portfolio, ranked #27.

Shotwell Rutter Baer first reported a position in SUSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $539K in Q2 2026. 92 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Shotwell Rutter Baer held 21,750 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $531K as of Q3 2026.
  • Shotwell Rutter Baer bought 171 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $4.23K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.3% of Shotwell Rutter Baer's portfolio in Q3 2026, its #27 holding.
  • Shotwell Rutter Baer first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Shotwell Rutter Baer's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $539K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.