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

Twin Peaks Wealth 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 Q1	$12.2K	Buy	+488	New	+$12.3K	﹤0.01%	954
2025 Q3	–	Sell	-167	Closed	-$4.21K	–	1881
2025 Q2	$4.21K	Buy	+167	New	+$4.16K	﹤0.01%	1381

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Twin Peaks Wealth Advisors's SUSB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2026: 488 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SUSB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SUSB in Q2 2025 and has held it in 2 quarters since. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Twin Peaks Wealth Advisors held 488 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $12.2K as of Q1 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #954 holding.
Twin Peaks Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.