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

WestHill 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 		$463K Buy
+18,954
New +$469K 0.08% 56

Other funds holding SUSB

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

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

WestHill Financial Advisors opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2026: 18,954 shares worth $463K. The stake represents 0.08% of the portfolio and ranks #56 among its holdings.

45 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • WestHill Financial Advisors held 18,954 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $463K as of Q3 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new WestHill Financial Advisors position in Q3 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.08% of WestHill Financial Advisors's portfolio in Q3 2026, its #56 holding.
  • 45 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.