Western Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Western Wealth Management’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	$305K	Buy	12,182 +443	+4%	+$11.2K	0.01%	793
2025 Q4	$296K	Buy	11,739 +306	+3%	+$7.73K	0.01%	665
2025 Q3	$289K	Buy	11,433 +995	+10%	+$25.1K	0.02%	605
2025 Q2	$263K	Buy	10,438 +48	+0.5%	+$1.2K	0.02%	594
2025 Q1	$260K	Buy	10,390 +1,564	+18%	+$38.8K	0.02%	573
2024 Q4	$218K	Sell	8,826 -558	-6%	-$13.9K	0.01%	618
2024 Q3	$236K	Buy	9,384 +239	+3%	+$5.94K	0.01%	670
2024 Q2	$224K	Sell	9,145 -593	-6%	-$14.5K	0.02%	597
2024 Q1	$238K	Buy	9,738 +1,234	+15%	+$30.2K	0.02%	574
2023 Q4	$208K	Buy	+8,504	New	+$204K	0.02%	651

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Western Wealth Management's SUSB Position: Q1 2026 in Review

Western Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.8% in Q1 2026, buying an estimated $11.2K and bringing the position to 12,182 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #793.

Western Wealth Management first reported a position in SUSB in Q4 2023 and has held it in 10 quarters since. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Western Wealth Management held 12,182 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $305K as of Q1 2026.
Western Wealth Management bought 443 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $11.2K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #793 holding.
Western Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.