Wealth Enhancement Advisory Services

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 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

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

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return