Wells Financial Advisors
SUSB icon

Wells Financial Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Wells Financial Advisors’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 		$260K Hold
10,660
– – 2.42% 14
2026
Q2 		$266K Hold
10,660
– – 2.47% 14
2026
Q1 		$267K Hold
10,660
– – 1.22% 26
2025
Q4 		$269K Hold
10,660
– – 0.51% 29
2025
Q3 		$270K Hold
10,660
– – 0.36% 35
2025
Q2 		$268K Hold
10,660
– – 0.37% 34
2025
Q1 		$266K Hold
10,660
– – 0.37% 34
2024
Q4 		$263K Buy
10,660
+1,290
+14% +$32K 0.36% 37
2024
Q3 		$236K Hold
9,370
– – 0.32% 36
2024
Q2 		$229K Hold
9,370
– – 0.15% 48
2024
Q1 		$229K Hold
9,370
– – 0.16% 39
2023
Q4 		$229K Hold
9,370
– – 0.17% 37
2023
Q3 		$223K Hold
9,370
– – 0.17% 36
2023
Q2 		$224K Buy
9,370
+350
+4% +$8.41K 0.17% 36
2023
Q1 		$217K Hold
9,020
– – 0.17% 39
2022
Q4 		$214K Buy
9,020
+3,060
+51% +$72.2K 0.18% 39
2022
Q3 		$140K Buy
+5,960
New +$143K 0.14% 39
2022
Q1 		– Sell
-3,242
Closed -$83K – 61
2021
Q4 		$83K Hold
3,242
– – 0.07% 45
2021
Q3 		$84K Hold
3,242
– – 0.07% 45
2021
Q2 		$84K Buy
3,242
+850
+36% +$22.1K 0.07% 45
2021
Q1 		$62K Buy
2,392
+1,800
+304% +$46.9K 0.06% 46
2020
Q4 		$15K Buy
+592
New +$15.5K 0.01% 55

Other funds holding SUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Milestone Investment Advisors
Milestone Investment Advisors Middleton, Wisconsin $461M AUM 11.04% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wells Financial Advisors's SUSB Position: Q3 2026 in Review

Wells Financial Advisors held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q3 2026 at 10,660 shares worth $260K. The position accounts for 2.42% of the portfolio, ranked #14.

Wells Financial Advisors first reported a position in SUSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $270K in Q3 2025. 214 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Wells Financial Advisors held 10,660 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $260K as of Q3 2026.
  • Wells Financial Advisors 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 2.42% of Wells Financial Advisors's portfolio in Q3 2026, its #14 holding.
  • Wells Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Wells Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $270K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Wells Financial Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.