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

Wealth Alliance’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 Q3	$296K	Buy	12,134 +180	+2%	+$4.46K	0.02%	444
2026 Q2	$299K	Buy	+11,954	New	+$299K	0.03%	453
2021 Q4	–	Sell	-9,569	Closed	-$249K	–	462
2021 Q3	$249K	Sell	9,569 -6,856	-42%	-$178K	0.06%	353
2021 Q2	$428K	Buy	+16,425	New	+$428K	0.1%	232

Other funds holding SUSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Wealth Alliance's SUSB Position: Q3 2026 in Review

Wealth Alliance increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.5% in Q3 2026, buying an estimated $4.46K and bringing the position to 12,134 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #444.

Wealth Alliance first reported a position in SUSB in Q2 2021 and has held it in 4 quarters since. The position peaked at $428K in Q2 2021. 325 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Wealth Alliance held 12,134 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $296K as of Q3 2026.
Wealth Alliance bought 180 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $4.46K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #444 holding.
Wealth Alliance first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and has held it in 4 quarters since.
Wealth Alliance's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $428K in Q2 2021.
325 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.