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

Summit Wealth 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
Q1 		$929K Sell
37,081
-1,122
-3% -$28.3K 0.21% 53
2025
Q4 		$964K Sell
38,203
-180
-0.5% -$4.55K 0.23% 50
2025
Q3 		$971K Sell
38,383
-2,943
-7% -$74.1K 0.23% 48
2025
Q2 		$1.04M Sell
41,326
-1,623
-4% -$40.5K 0.27% 47
2025
Q1 		$1.07M Buy
42,949
+1,070
+3% +$26.6K 0.31% 43
2024
Q4 		$1.03M Sell
41,879
-19,049
-31% -$473K 0.3% 43
2024
Q3 		$1.53M Sell
60,928
-2,906
-5% -$72.3K 0.44% 36
2024
Q2 		$1.56M Sell
63,834
-5,351
-8% -$130K 0.47% 33
2024
Q1 		$1.69M Sell
69,185
-14,991
-18% -$366K 1.15% 15
2023
Q4 		$2.06M Sell
84,176
-1,618
-2% -$38.8K 1.61% 12
2023
Q3 		$2.04M Sell
85,794
-251
-0.3% -$5.99K 1.82% 11
2023
Q2 		$2.06M Sell
86,045
-2,007,921
-96% -$48.2M 0.83% 20
2023
Q1 		$87K Buy
2,093,966
+2,006,808
+2,302% +$48M 2.08% 11
2022
Q4 		$2.07M Buy
87,158
+259
+0.3% +$6.11K 2.19% 13
2022
Q3 		$2.04M Buy
86,899
+10,696
+14% +$257K 2.41% 10
2022
Q2 		$1.84M Buy
76,203
+3,374
+5% +$81.8K 2.17% 11
2022
Q1 		$1.79M Buy
72,829
+5,493
+8% +$138K 1.88% 11
2021
Q4 		$1.73M Buy
+67,336
New +$1.73M 1.97% 12
2021
Q3 		– Sell
-24,236
Closed -$631K – 191
2021
Q2 		$631K Buy
24,236
+17,741
+273% +$462K 0.94% 12
2021
Q1 		$169K Buy
+6,495
New +$169K 0.27% 18

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
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 $544B AUM 28.31% 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

Summit Wealth Group's SUSB Position: Q1 2026 in Review

Summit Wealth Group reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.9% in Q1 2026, selling an estimated $28.3K and leaving 37,081 shares worth $929K. The position accounts for 0.21% of the portfolio, ranked #53.

Summit Wealth Group first reported a position in SUSB in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.07M in Q4 2022. 310 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Summit Wealth Group held 37,081 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $929K as of Q1 2026.
  • Summit Wealth Group sold 1,122 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $28.3K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.21% of Summit Wealth Group's portfolio in Q1 2026, its #53 holding.
  • Summit Wealth Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Summit Wealth Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.07M in Q4 2022.
  • 310 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.