Wealthcare Advisory Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Wealthcare Advisory Partners’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	$751K	Hold	30,729	–	–	0.01%	617
2026 Q2	$768K	Hold	30,729	–	–	0.01%	581
2026 Q1	$770K	Buy	30,729 +7,930	+35%	+$200K	0.02%	583
2025 Q4	$575K	Hold	22,799	–	–	0.01%	649
2025 Q3	$577K	Buy	22,799 +7,370	+48%	+$186K	0.01%	640
2025 Q2	$388K	Buy	+15,429	New	+$385K	0.01%	714
2021 Q2	–	Sell	-470	Closed	-$12K	–	1710
2021 Q1	$12K	Buy	+470	New	+$12.3K	﹤0.01%	1401
2020 Q2	–	Sell	-4,048	Closed	-$101K	–	1224
2020 Q1	$101K	Buy	4,048 +9	+0.2%	+$227	0.01%	371
2019 Q4	$103K	Buy	4,039 +1,673	+71%	+$42.6K	0.01%	401
2019 Q3	$60K	Buy	+2,366	New	+$60K	0.01%	496

Other funds holding SUSB

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Wealthcare Advisory Partners's SUSB Position: Q3 2026 in Review

Wealthcare Advisory Partners held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q3 2026 at 30,729 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #617.

Wealthcare Advisory Partners first reported a position in SUSB in Q3 2019 and has held it in 10 quarters since. The position peaked at $770K in Q1 2026. 100 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Wealthcare Advisory Partners held 30,729 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $751K as of Q3 2026.
Wealthcare Advisory Partners left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q3 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #617 holding.
Wealthcare Advisory Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2019 and has held it in 10 quarters since.
Wealthcare Advisory Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $770K in Q1 2026.
100 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.