Van Hulzen Asset Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Van Hulzen Asset Management’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	–	Sell	-4,214	Closed	-$104K	–	1011
2024 Q4	$104K	Buy	+4,214	New	+$105K	0.01%	395
2023 Q4	–	Sell	-9,267	Closed	-$220K	–	319
2023 Q3	$220K	Hold	9,267	–	–	0.02%	285
2023 Q2	$222K	Hold	9,267	–	–	0.02%	282
2023 Q1	$223K	Hold	9,267	–	–	0.02%	266
2022 Q4	$220K	Hold	9,267	–	–	0.03%	259
2022 Q3	$218K	Sell	9,267 -34	-0.4%	-$818	0.03%	247
2022 Q2	$224K	Hold	9,301	–	–	0.03%	262
2022 Q1	$229K	Buy	9,301 +1,249	+16%	+$31.3K	0.02%	272
2021 Q4	$207K	Sell	8,052 -7,388	-48%	-$190K	0.02%	286
2021 Q3	$401K	Sell	15,440 -15,735	-50%	-$410K	0.06%	179
2021 Q2	$812K	Buy	+31,175	New	+$812K	0.12%	103
2021 Q1	–	Sell	-8,875	Closed	-$232K	–	312
2020 Q4	$232K	Hold	8,875	–	–	0.04%	247
2020 Q3	$232K	Hold	8,875	–	–	0.03%	229
2020 Q2	$231K	Hold	8,875	–	–	0.03%	226
2020 Q1	$221K	Buy	+8,875	New	+$224K	0.05%	222

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Van Hulzen Asset Management's SUSB Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2025, closing a stake of 4,214 shares — an estimated $104K sold.

Van Hulzen Asset Management first reported a position in SUSB in Q1 2020 and held it in 15 quarters. The position peaked at $812K in Q2 2021. 300 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 4,214 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $104K.
Van Hulzen Asset Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2020 and held it in 15 quarters.
Van Hulzen Asset Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $812K in Q2 2021.
300 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.