Wescott Financial Advisory Group
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Wescott Financial Advisory Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Wescott Financial Advisory Group’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 		$6.59M Buy
269,624
+14,259
+6% +$353K 0.48% 33
2026
Q2 		$6.38M Buy
255,365
+1,469
+0.6% +$36.7K 0.49% 30
2026
Q1 		$6.36M Buy
253,896
+10,241
+4% +$258K 0.56% 30
2025
Q4 		$6.15M Buy
243,655
+24,492
+11% +$619K 0.54% 30
2025
Q3 		$5.55M Buy
219,163
+14,595
+7% +$368K 0.5% 36
2025
Q2 		$5.15M Buy
204,568
+7,862
+4% +$196K 0.49% 34
2025
Q1 		$4.92M Buy
196,706
+9,268
+5% +$230K 0.51% 34
2024
Q4 		$4.63M Buy
187,438
+5,639
+3% +$140K 0.48% 34
2024
Q3 		$4.57M Buy
181,799
+4,360
+2% +$108K 0.49% 35
2024
Q2 		$4.35M Sell
177,439
-3,771
-2% -$91.9K 0.5% 34
2024
Q1 		$4.44M Buy
181,210
+10,579
+6% +$259K 0.55% 33
2023
Q4 		$4.18M Buy
170,631
+2,250
+1% +$53.9K 0.59% 34
2023
Q3 		$4M Buy
168,381
+941
+0.6% +$22.5K 0.73% 31
2023
Q2 		$4M Buy
167,440
+846
+0.5% +$20.3K 0.71% 30
2023
Q1 		$4.01M Buy
166,594
+11,802
+8% +$282K 0.87% 27
2022
Q4 		$3.68M Sell
154,792
-6,003
-4% -$142K 0.79% 28
2022
Q3 		$3.78M Buy
160,795
+8,052
+5% +$194K 1.05% 22
2022
Q2 		$3.68M Buy
152,743
+29,489
+24% +$715K 1% 23
2022
Q1 		$3.04M Buy
123,254
+6,912
+6% +$173K 0.78% 25
2021
Q4 		$2.98M Buy
116,342
+38,595
+50% +$994K 1.54% 9
2021
Q3 		$2.02M Buy
77,747
+547
+0.7% +$14.2K 1.14% 11
2021
Q2 		$2.01M Buy
77,200
+19,964
+35% +$520K 1.19% 12
2021
Q1 		$1.49M Buy
57,236
+5,227
+10% +$136K 0.97% 14
2020
Q4 		$1.36M Buy
+52,009
New +$1.36M 0.96% 14

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
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
Milestone Investment Advisors
Milestone Investment Advisors Middleton, Wisconsin $461M AUM 11.04% 1-Year Est. Return

Wescott Financial Advisory Group's SUSB Position: Q3 2026 in Review

Wescott Financial Advisory Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 5.6% in Q3 2026, buying an estimated $353K and bringing the position to 269,624 shares worth $6.59M. The position accounts for 0.48% of the portfolio, ranked #33.

Wescott Financial Advisory Group first reported a position in SUSB in Q4 2020 and has held it in 24 quarters since. 225 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Wescott Financial Advisory Group held 269,624 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $6.59M as of Q3 2026.
  • Wescott Financial Advisory Group bought 14,259 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $353K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.48% of Wescott Financial Advisory Group's portfolio in Q3 2026, its #33 holding.
  • Wescott Financial Advisory Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.