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 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%	+$9.95K	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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shotwell Rutter Baer's SUSB Position: Q1 2026 in Review

Shotwell Rutter Baer increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.8% in Q1 2026, buying an estimated $14.4K and bringing the position to 21,173 shares worth $531K. The position accounts for 0.31% of the portfolio, ranked #29.

Shotwell Rutter Baer first reported a position in SUSB in Q4 2023 and has held it in 10 quarters since. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Shotwell Rutter Baer held 21,173 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $531K as of Q1 2026.
Shotwell Rutter Baer bought 573 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $14.4K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.31% of Shotwell Rutter Baer's portfolio in Q1 2026, its #29 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 10 quarters since.
309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.