Wealth Enhancement Advisory Services
SUSB icon

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

Wealth Enhancement Advisory Services’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 		$3.59M Buy
146,939
+899
+0.6% +$22.3K 0.01% 1286
2026
Q2 		$3.63M Buy
146,040
+8,066
+6% +$202K 0.01% 1207
2026
Q1 		$3.45M Buy
137,974
+15,594
+13% +$393K 0.01% 1097
2025
Q4 		$3.09M Buy
122,380
+3,805
+3% +$96.1K ﹤0.01% 1271
2025
Q3 		$3M Buy
118,575
+2,583
+2% +$65.1K ﹤0.01% 1212
2025
Q2 		$2.9M Buy
115,992
+1,134
+1% +$28.3K ﹤0.01% 1170
2025
Q1 		$2.87M Sell
114,858
-38,857
-25% -$965K 0.01% 1064
2024
Q4 		$3.8M Buy
153,715
+100,809
+191% +$2.5M 0.01% 901
2024
Q3 		$1.33M Sell
52,906
-8,263
-14% -$205K ﹤0.01% 1256
2024
Q2 		$1.5M Buy
61,169
+11,020
+22% +$269K ﹤0.01% 1106
2024
Q1 		$1.23M Buy
50,149
+1,061
+2% +$25.9K ﹤0.01% 1143
2023
Q4 		$1.2M Buy
49,088
+7,783
+19% +$187K ﹤0.01% 1092
2023
Q3 		$982K Buy
+41,305
New +$986K ﹤0.01% 1103

Other funds holding SUSB

Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Wealth Enhancement Advisory Services's SUSB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.62% in Q3 2026, buying an estimated $22.3K and bringing the position to 146,939 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #1286.

Wealth Enhancement Advisory Services first reported a position in SUSB in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.8M in Q4 2024. 139 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 146,939 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.59M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 899 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $22.3K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1286 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.8M in Q4 2024.
  • 139 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.