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

Waverly 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 		$281K Sell
11,218
-1,263
-10% -$31.8K ﹤0.01% 1326
2025
Q4 		$315K Sell
12,481
-1,000
-7% -$25.3K ﹤0.01% 1184
2025
Q3 		$341K Buy
13,481
+31
+0.2% +$781 ﹤0.01% 988
2025
Q2 		$339K Sell
13,450
-600
-4% -$15K ﹤0.01% 928
2025
Q1 		$351K Buy
+14,050
New +$349K ﹤0.01% 878

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waverly Advisors's SUSB Position: Q1 2026 in Review

Waverly Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 10% in Q1 2026, selling an estimated $31.8K and leaving 11,218 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Waverly Advisors first reported a position in SUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $351K in Q1 2025. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Waverly Advisors held 11,218 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $281K as of Q1 2026.
  • Waverly Advisors sold 1,263 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $31.8K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1326 holding.
  • Waverly Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $351K in Q1 2025.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.