VA
SUSB icon

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

VestGen 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
Q4 		– Sell
-23,997
Closed -$607K – 838
2025
Q3 		$607K Buy
23,997
+9
+0% +$227 0.02% 450
2025
Q2 		$604K Sell
23,988
-397
-2% -$9.9K 0.02% 394
2025
Q1 		$609K Buy
+24,385
New +$605K 0.03% 360

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VestGen Advisors's SUSB Position: Q4 2025 in Review

VestGen Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2025, closing a stake of 23,997 shares — an estimated $607K sold.

VestGen Advisors first reported a position in SUSB in Q1 2025 and held it in 3 quarters. The position peaked at $609K in Q1 2025. 307 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

  • VestGen Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • VestGen Advisors sold 23,997 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2025, an estimated $607K.
  • VestGen Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
  • VestGen Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $609K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.