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

VERITY 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 Q2	$658K	Hold	26,322	–	–	0.4%	47
2026 Q1	$660K	Hold	26,322	–	–	0.44%	44
2025 Q4	$664K	Hold	26,322	–	–	0.41%	43
2025 Q3	$666K	Hold	26,322	–	–	0.42%	42
2025 Q2	$663K	Hold	26,322	–	–	0.45%	41
2025 Q1	$658K	Buy	26,322 +606	+2%	+$15K	0.49%	39
2024 Q4	$635K	Hold	25,716	–	–	0.46%	38
2024 Q3	$647K	Hold	25,716	–	–	0.45%	42
2024 Q2	$630K	Hold	25,716	–	–	0.47%	40
2024 Q1	$630K	Hold	25,716	–	–	0.48%	41
2023 Q4	$630K	Sell	25,716 -1,981	-7%	-$47.5K	0.54%	38
2023 Q3	$658K	Buy	27,697 +1,881	+7%	+$44.9K	0.62%	32
2023 Q2	$617K	Hold	25,816	–	–	0.55%	34
2023 Q1	$621K	Hold	25,816	–	–	0.58%	34
2022 Q4	$614K	Hold	25,816	–	–	0.6%	33
2022 Q3	$606K	Hold	25,816	–	–	0.62%	34
2022 Q2	$622K	Buy	25,816 +15,108	+141%	+$366K	0.6%	32
2022 Q1	$264K	Buy	10,708 +1,981	+23%	+$49.7K	0.23%	55
2021 Q4	$224K	Hold	8,727	–	–	0.19%	63
2021 Q3	$227K	Hold	8,727	–	–	0.2%	59
2021 Q2	$227K	Buy	+8,727	New	+$227K	0.21%	56

Other funds holding SUSB

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

VERITY Wealth Advisors's SUSB Position: Q2 2026 in Review

VERITY Wealth Advisors held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 26,322 shares worth $658K. The position accounts for 0.4% of the portfolio, ranked #47.

VERITY Wealth Advisors first reported a position in SUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $666K in Q3 2025. 82 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

VERITY Wealth Advisors held 26,322 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $658K as of Q2 2026.
VERITY Wealth Advisors left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.4% of VERITY Wealth Advisors's portfolio in Q2 2026, its #47 holding.
VERITY Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
VERITY Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $666K in Q3 2025.
82 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.