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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
Q3 		$470K Buy
19,250
+852
+5% +$21.1K 0.11% 44
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

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
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
TBF
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

TrueFG's SUSB Position: Q3 2026 in Review

TrueFG increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.6% in Q3 2026, buying an estimated $21.1K and bringing the position to 19,250 shares worth $470K. The position accounts for 0.11% of the portfolio, ranked #44.

TrueFG first reported a position in SUSB in Q1 2021 and has held it in 23 quarters since. 73 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • TrueFG held 19,250 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $470K as of Q3 2026.
  • TrueFG bought 852 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $21.1K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.11% of TrueFG's portfolio in Q3 2026, its #44 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 23 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.