RAFFA WEALTH MANAGEMENT, LLC’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$7.32M	Buy	293,026 +33,826	+13%	+$845K	0.92%	17
2026 Q1	$6.5M	Sell	259,200 -7,628	-3%	-$192K	1.01%	16
2025 Q4	$6.73M	Buy	266,828 +91,884	+53%	+$2.32M	1.04%	16
2025 Q3	$4.43M	Buy	174,944 +29,049	+20%	+$732K	0.8%	23
2025 Q2	$3.67M	Buy	145,895 +6,833	+5%	+$170K	0.73%	25
2025 Q1	$3.48M	Buy	139,062 +46,948	+51%	+$1.17M	0.79%	24
2024 Q4	$2.28M	Buy	92,114 +2,025	+2%	+$50.3K	0.53%	30
2024 Q3	$2.27M	Buy	90,089 +879	+1%	+$21.9K	0.55%	30
2024 Q2	$2.18M	Buy	89,210 +4,723	+6%	+$115K	0.62%	30
2024 Q1	$2.07M	Buy	84,487 +464	+0.6%	+$11.3K	0.62%	30
2023 Q4	$2.06M	Buy	84,023 +874	+1%	+$20.9K	0.62%	31
2023 Q3	$1.98M	Buy	83,149 +606	+0.7%	+$14.5K	0.67%	26
2023 Q2	$1.97M	Buy	82,543 +8,792	+12%	+$211K	0.67%	26
2023 Q1	$1.77M	Buy	73,751 +54,865	+291%	+$1.31M	0.65%	26
2022 Q4	$449K	Buy	18,886 +3,559	+23%	+$84K	0.18%	36
2022 Q3	$360K	Buy	+15,327	New	+$369K	0.16%	35

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

RAFFA WEALTH MANAGEMENT, LLC's SUSB Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 13% in Q2 2026, buying an estimated $845K and bringing the position to 293,026 shares worth $7.32M. The position accounts for 0.92% of the portfolio, ranked #17.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SUSB in Q3 2022 and has held it in 16 quarters since. 120 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 293,026 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $7.32M as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 33,826 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $845K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.92% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #17 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
120 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.