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United Capital Financial Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

United Capital Financial 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 		$793K Sell
31,671
-5,305
-14% -$134K ﹤0.01% 854
2025
Q4 		$933K Sell
36,976
-4,324
-10% -$109K 0.01% 762
2025
Q3 		$1.05M Sell
41,300
-315
-0.8% -$7.93K 0.01% 628
2025
Q2 		$1.05M Sell
41,615
-11,528
-22% -$287K 0.01% 587
2025
Q1 		$1.33M Sell
53,143
-21,545
-29% -$535K 0.01% 512
2024
Q4 		$1.84M Buy
74,688
+7,271
+11% +$181K 0.02% 433
2024
Q3 		$1.7M Buy
67,417
+21,684
+47% +$539K 0.01% 450
2024
Q2 		$1.12M Sell
45,733
-4,838
-10% -$118K 0.01% 503
2024
Q1 		$1.24M Buy
50,571
+9,533
+23% +$233K 0.01% 518
2023
Q4 		$1M Sell
41,038
-399
-1% -$9.56K 0.01% 561
2023
Q3 		$985K Buy
41,437
+7,214
+21% +$172K 0.01% 518
2023
Q2 		$818K Buy
34,223
+4,948
+17% +$119K ﹤0.01% 590
2023
Q1 		$704K Buy
29,275
+3,247
+12% +$77.7K ﹤0.01% 655
2022
Q4 		$619K Buy
26,028
+10,310
+66% +$243K ﹤0.01% 725
2022
Q3 		$369K Buy
15,718
+4,138
+36% +$99.5K ﹤0.01% 848
2022
Q2 		$279K Buy
+11,580
New +$281K ﹤0.01% 961
2022
Q1 		– Sell
-8,258
Closed -$212K – 1225
2021
Q4 		$212K Buy
+8,258
New +$213K ﹤0.01% 1137
2019
Q3 		– Sell
-12,642
Closed -$320K – 1470
2019
Q2 		$320K Sell
12,642
-3,412
-21% -$85.5K ﹤0.01% 1179
2019
Q1 		$402K Buy
16,054
+4,585
+40% +$113K ﹤0.01% 1043
2018
Q4 		$280K Buy
+11,469
New +$280K ﹤0.01% 1089

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's SUSB Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 14% in Q1 2026, selling an estimated $134K and leaving 31,671 shares worth $793K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

United Capital Financial Advisors first reported a position in SUSB in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.84M in Q4 2024. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • United Capital Financial Advisors held 31,671 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $793K as of Q1 2026.
  • United Capital Financial Advisors sold 5,305 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $134K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #854 holding.
  • United Capital Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2018 and has held it in 20 quarters since.
  • United Capital Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.84M in Q4 2024.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.