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
2026 Q3	$2.82M	Buy	+115,397	New	+$2.86M	1.36%	13
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

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

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

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

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

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Stanich Group's SUSB Position: Q3 2026 in Review

Stanich Group opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2026: 115,397 shares worth $2.82M. The stake represents 1.36% of the portfolio and ranks #13 among its holdings. This is a return to the name: Stanich Group previously reported a position in SUSB as recently as Q3 2025.

Stanich Group first reported a position in SUSB in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.19M in Q1 2025. 87 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Stanich Group held 115,397 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.82M as of Q3 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Stanich Group position in Q3 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 1.36% of Stanich Group's portfolio in Q3 2026, its #13 holding.
Stanich Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
Stanich Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.19M in Q1 2025.
87 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.