SWM
SUSB icon

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

SHP Wealth Management’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 		$85.3K Hold
3,402
– – 0.01% 410
2025
Q4 		$85.9K Buy
+3,402
New +$85.9K 0.01% 379

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 $445B AUM 25.58% 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 $609B AUM 40.19% 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

SHP Wealth Management's SUSB Position: Q1 2026 in Review

SHP Wealth Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q1 2026 at 3,402 shares worth $85.3K. The position accounts for 0.01% of the portfolio, ranked #410.

SHP Wealth Management first reported a position in SUSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $85.9K in Q4 2025. 311 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • SHP Wealth Management held 3,402 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $85.3K as of Q1 2026.
  • SHP Wealth Management left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #410 holding.
  • SHP Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $85.9K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.