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

Traveka Wealth’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	$469K	Buy	19,188 +629	+3%	+$15.6K	0.14%	103
2026 Q2	$464K	Buy	+18,559	New	+$464K	0.15%	104
2025 Q4	–	Sell	-17,852	Closed	-$452K	–	197
2025 Q3	$452K	Buy	17,852 +24	+0.1%	+$604	0.2%	86
2025 Q2	$449K	Buy	17,828 +22	+0.1%	+$549	0.24%	71
2025 Q1	$445K	Buy	17,806 +5,898	+50%	+$146K	0.25%	69
2024 Q4	$294K	Buy	+11,908	New	+$296K	0.16%	97

Other funds holding SUSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Traveka Wealth's SUSB Position: Q3 2026 in Review

Traveka Wealth increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.4% in Q3 2026, buying an estimated $15.6K and bringing the position to 19,188 shares worth $469K. The position accounts for 0.14% of the portfolio, ranked #103.

Traveka Wealth first reported a position in SUSB in Q4 2024 and has held it in 6 quarters since. 325 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Traveka Wealth held 19,188 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $469K as of Q3 2026.
Traveka Wealth bought 629 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $15.6K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.14% of Traveka Wealth's portfolio in Q3 2026, its #103 holding.
Traveka Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
325 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.