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

Valeo 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	–	Sell	-46,989	Closed	-$1.19M	–	877
2025 Q4	$1.19M	Buy	46,989 +1,090	+2%	+$27.5K	0.03%	268
2025 Q3	$1.16M	Buy	45,899 +859	+2%	+$21.6K	0.03%	267
2025 Q2	$1.13M	Sell	45,040 -2,660	-6%	-$66.3K	0.03%	268
2025 Q1	$1.19M	Buy	47,700 +5,217	+12%	+$130K	0.03%	226
2024 Q4	$1.05M	Hold	42,483	–	–	0.03%	253
2024 Q3	$1.07M	Buy	42,483 +2,201	+5%	+$54.7K	0.03%	249
2024 Q2	$987K	Hold	40,282	–	–	0.03%	243
2024 Q1	$977K	Buy	40,282 +1,193	+3%	+$29.2K	0.04%	243
2023 Q4	$957K	Hold	39,089	–	–	0.04%	230
2023 Q3	$929K	Buy	39,089 +2,084	+6%	+$49.7K	0.04%	222
2023 Q2	$885K	Sell	37,005 -77	-0.2%	-$1.85K	0.04%	220
2023 Q1	$892K	Buy	+37,082	New	+$887K	0.04%	228

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valeo Financial Advisors's SUSB Position: Q1 2026 in Review

Valeo Financial Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2026, closing a stake of 46,989 shares — an estimated $1.19M sold.

Valeo Financial Advisors first reported a position in SUSB in Q1 2023 and held it in 12 quarters. The position peaked at $1.19M in Q1 2025. 312 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Valeo Financial Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Valeo Financial Advisors sold 46,989 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $1.19M.
Valeo Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2023 and held it in 12 quarters.
Valeo Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.19M in Q1 2025.
312 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.