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

Westfuller 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 Q1	$932K	Buy	37,199 +8,242	+28%	+$208K	0.4%	60
2025 Q4	$731K	Buy	28,957 +334	+1%	+$8.44K	0.3%	65
2025 Q3	$724K	Buy	28,623 +241	+0.8%	+$6.07K	0.33%	64
2025 Q2	$714K	Buy	28,382 +234	+0.8%	+$5.83K	0.41%	57
2025 Q1	$703K	Buy	28,148 +155	+0.6%	+$3.85K	0.47%	50
2024 Q4	$691K	Buy	27,993 +151	+0.5%	+$3.75K	0.44%	50
2024 Q3	$701K	Buy	+27,842	New	+$692K	0.5%	46
2024 Q1	$672K	Buy	+27,444	New	+$671K	0.81%	37

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

Westfuller Advisors's SUSB Position: Q1 2026 in Review

Westfuller Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 28% in Q1 2026, buying an estimated $208K and bringing the position to 37,199 shares worth $932K. The position accounts for 0.4% of the portfolio, ranked #60.

Westfuller Advisors first reported a position in SUSB in Q1 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Westfuller Advisors held 37,199 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $932K as of Q1 2026.
Westfuller Advisors bought 8,242 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $208K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.4% of Westfuller Advisors's portfolio in Q1 2026, its #60 holding.
Westfuller Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2024 and has held it in 8 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 Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.