TBF
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True Blue Financial’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

True Blue Financial’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 		$1.81M Buy
+74,032
New +$1.83M 0.67% 36

Other funds holding SUSB

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

True Blue Financial's SUSB Position: Q3 2026 in Review

True Blue Financial opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2026: 74,032 shares worth $1.81M. The stake represents 0.67% of the portfolio and ranks #36 among its holdings.

52 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • True Blue Financial held 74,032 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.81M as of Q3 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new True Blue Financial position in Q3 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.67% of True Blue Financial's portfolio in Q3 2026, its #36 holding.
  • 52 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on True Blue Financial's 13F filing for Q3 2026, filed 15 Oct 2026.