Three Bearings Fiduciary Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Three Bearings Fiduciary Advisors’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 Q2	$6.87K	Hold	275	–	–	0.01%	150
2026 Q1	$6.89K	Hold	275	–	–	0.01%	149
2025 Q4	$6.96K	Buy	+275	New	+$6.95K	0.01%	153

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Three Bearings Fiduciary Advisors's SUSB Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 275 shares worth $6.87K. The position accounts for 0.01% of the portfolio, ranked #150.

Three Bearings Fiduciary Advisors first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.96K in Q4 2025. 218 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Three Bearings Fiduciary Advisors held 275 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $6.87K as of Q2 2026.
Three Bearings Fiduciary Advisors left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #150 holding.
Three Bearings Fiduciary Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Three Bearings Fiduciary Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $6.96K in Q4 2025.
218 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.