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Wealthspire Advisors (New York)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Wealthspire Advisors (New York)’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 		$12.3M Sell
492,464
-14,244
-3% -$359K 0.1% 100
2025
Q4 		$12.8M Buy
506,708
+17,246
+4% +$436K 0.1% 98
2025
Q3 		$12.4M Buy
489,462
+10,155
+2% +$256K 0.06% 104
2025
Q2 		$12.1M Buy
479,307
+9,075
+2% +$226K 0.07% 101
2025
Q1 		$11.8M Buy
470,232
+2,576
+0.6% +$63.9K 0.07% 101
2024
Q4 		$11.6M Sell
467,656
-450,272
-49% -$11.2M 0.11% 89
2024
Q3 		$23.1M Buy
+917,928
New +$22.8M 0.24% 63

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

Wealthspire Advisors (New York)'s SUSB Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.8% in Q1 2026, selling an estimated $359K and leaving 492,464 shares worth $12.3M. The position accounts for 0.1% of the portfolio, ranked #100.

Wealthspire Advisors (New York) first reported a position in SUSB in Q3 2024 and has held it in 7 quarters since. The position peaked at $23.1M in Q3 2024. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Wealthspire Advisors (New York) held 492,464 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $12.3M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 14,244 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $359K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.1% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #100 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Wealthspire Advisors (New York)'s iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $23.1M in Q3 2024.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.