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SUSB icon

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

TrueFG’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 		$460K Sell
18,398
-108
-0.6% -$2.7K 0.11% 45
2026
Q1 		$464K Buy
18,506
+2,855
+18% +$72K 0.12% 41
2025
Q4 		$395K Buy
15,651
+297
+2% +$7.5K 0.11% 46
2025
Q3 		$389K Buy
15,354
+595
+4% +$15K 0.11% 44
2025
Q2 		$371K Sell
14,759
-269
-2% -$6.71K 0.11% 42
2025
Q1 		$376K Sell
15,028
-122
-0.8% -$3.03K 0.12% 37
2024
Q4 		$374K Buy
15,150
+256
+2% +$6.36K 0.12% 40
2024
Q3 		$375K Buy
14,894
+785
+6% +$19.5K 0.12% 39
2024
Q2 		$346K Buy
14,109
+1
+0% +$24 0.12% 38
2024
Q1 		$345K Buy
14,108
+730
+5% +$17.8K 0.13% 37
2023
Q4 		$327K Sell
13,378
-504
-4% -$12.1K 0.13% 37
2023
Q3 		$330K Buy
13,882
+577
+4% +$13.8K 0.14% 34
2023
Q2 		$318K Buy
13,305
+62
+0.5% +$1.49K 0.14% 33
2023
Q1 		$319K Buy
13,243
+516
+4% +$12.3K 0.14% 32
2022
Q4 		$303K Sell
12,727
-956
-7% -$22.6K 0.14% 32
2022
Q3 		$321K Hold
13,683
– – 0.17% 30
2022
Q2 		$330K Sell
13,683
-87
-0.6% -$2.11K 0.17% 29
2022
Q1 		$339K Buy
13,770
+257
+2% +$6.45K 0.15% 30
2021
Q4 		$347K Hold
13,513
– – 0.15% 30
2021
Q3 		$349K Buy
13,513
+5,145
+61% +$134K 0.16% 30
2021
Q2 		$218K Buy
8,368
+278
+3% +$7.24K 0.11% 35
2021
Q1 		$210K Buy
+8,090
New +$211K 0.11% 34

Other funds holding SUSB

IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

TrueFG's SUSB Position: Q2 2026 in Review

TrueFG reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.58% in Q2 2026, selling an estimated $2.7K and leaving 18,398 shares worth $460K. The position accounts for 0.11% of the portfolio, ranked #45.

TrueFG first reported a position in SUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $464K in Q1 2026. 56 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • TrueFG held 18,398 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $460K as of Q2 2026.
  • TrueFG sold 108 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $2.7K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.11% of TrueFG's portfolio in Q2 2026, its #45 holding.
  • TrueFG first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • TrueFG's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $464K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.