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

US 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
2025
Q1 		$289K Buy
11,546
+1,218
+12% +$30.2K 0.09% 83
2024
Q4 		$255K Buy
10,328
+315
+3% +$7.83K 0.08% 79
2024
Q3 		$252K Buy
10,013
+836
+9% +$20.8K 0.08% 76
2024
Q2 		$225K Sell
9,177
-528
-5% -$12.9K 0.08% 78
2024
Q1 		$238K Buy
9,705
+1,088
+13% +$26.6K 0.08% 71
2023
Q4 		$211K Buy
+8,617
New +$207K 0.08% 72

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Financial Advisors's SUSB Position: Q1 2025 in Review

US Financial Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 12% in Q1 2025, buying an estimated $30.2K and bringing the position to 11,546 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #83.

US Financial Advisors first reported a position in SUSB in Q4 2023 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

  • US Financial Advisors held 11,546 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $289K as of Q1 2025.
  • US Financial Advisors bought 1,218 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $30.2K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.09% of US Financial Advisors's portfolio in Q1 2025, its #83 holding.
  • US Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.