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Sweeney & Michel’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Sweeney & Michel’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 		$225K Buy
8,990
+68
+0.8% +$1.71K 0.07% 136
2025
Q4 		$225K Buy
8,922
+133
+2% +$3.36K 0.07% 139
2025
Q3 		$222K Buy
8,789
+267
+3% +$6.72K 0.07% 126
2025
Q2 		$213K Sell
8,522
-32
-0.4% -$798 0.08% 128
2025
Q1 		$211K Buy
+8,554
New +$212K 0.09% 115
2024
Q3 		$203K Buy
+8,131
New +$202K 0.08% 116

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

Sweeney & Michel's SUSB Position: Q1 2026 in Review

Sweeney & Michel increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.76% in Q1 2026, buying an estimated $1.71K and bringing the position to 8,990 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #136.

Sweeney & Michel first reported a position in SUSB in Q3 2024 and has held it in 6 quarters since. The position peaked at $225K in Q4 2025. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Sweeney & Michel held 8,990 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $225K as of Q1 2026.
  • Sweeney & Michel bought 68 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $1.71K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.07% of Sweeney & Michel's portfolio in Q1 2026, its #136 holding.
  • Sweeney & Michel first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 6 quarters since.
  • Sweeney & Michel's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $225K in Q4 2025.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.