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

SigFig 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 Q3	$875K	Buy	35,836 +983	+3%	+$24.3K	0.02%	104
2026 Q2	$872K	Buy	+34,853	New	+$871K	0.02%	103
2025 Q1	–	Sell	-19,470	Closed	-$481K	–	131
2024 Q4	$481K	Buy	19,470 +9,580	+97%	+$238K	0.02%	107
2024 Q3	$249K	Buy	+9,890	New	+$246K	0.01%	113
2023 Q1	–	Sell	-8,193	Closed	-$276K	–	115
2022 Q4	$276K	Buy	+8,193	New	+$193K	0.01%	103
2022 Q1	–	Sell	-9,848	Closed	-$252K	–	89
2021 Q4	$252K	Sell	9,848 -3,526	-26%	-$90.8K	0.01%	81
2021 Q3	$347K	Sell	13,374 -3,784	-22%	-$98.5K	0.02%	79
2021 Q2	$447K	Buy	+17,158	New	+$447K	0.02%	75

Other funds holding SUSB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

SigFig Wealth Management's SUSB Position: Q3 2026 in Review

SigFig Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.8% in Q3 2026, buying an estimated $24.3K and bringing the position to 35,836 shares worth $875K. The position accounts for 0.02% of the portfolio, ranked #104.

SigFig Wealth Management first reported a position in SUSB in Q2 2021 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

SigFig Wealth Management held 35,836 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $875K as of Q3 2026.
SigFig Wealth Management bought 983 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $24.3K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of SigFig Wealth Management's portfolio in Q3 2026, its #104 holding.
SigFig Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and has held it in 8 quarters since.
43 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.