SG
SUSB icon

Stanich Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Stanich Group’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
2025
Q4 		– Sell
-92,752
Closed -$2.35M – 58
2025
Q3 		$2.35M Buy
+92,752
New +$2.34M 1.44% 12
2025
Q2 		– Sell
-127,799
Closed -$3.19M – 51
2025
Q1 		$3.19M Buy
127,799
+14,362
+13% +$357K 2.36% 10
2024
Q4 		$2.8M Buy
+113,437
New +$2.82M 2.09% 10

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stanich Group's SUSB Position: Q4 2025 in Review

Stanich Group sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025, closing a stake of 92,752 shares — an estimated $2.35M sold.

Stanich Group first reported a position in SUSB in Q4 2024 and held it in 3 quarters. The position peaked at $3.19M in Q1 2025. 306 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

  • Stanich Group reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Stanich Group sold 92,752 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $2.35M.
  • Stanich Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Stanich Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.19M in Q1 2025.
  • 306 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on Stanich Group's 13F filing for Q4 2025, filed 23 Jan 2026.