WFA of San Diego’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

WFA of San Diego’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	$138K	Hold	5,501	–	–	0.11%	109
2025 Q4	$139K	Hold	5,501	–	–	0.1%	115
2025 Q3	$139K	Hold	5,501	–	–	0.1%	121
2025 Q2	$138K	Buy	+5,501	New	+$137K	0.1%	115
2024 Q3	$129K	Hold	5,126	–	–	0.11%	113
2024 Q2	$126K	Buy	+5,126	New	+$125K	0.11%	108
2023 Q3	$107K	Hold	4,491	–	–	0.11%	110
2023 Q2	$107K	Buy	+4,491	New	+$108K	0.11%	108
2023 Q1	–	Sell	-4,440	Closed	-$106K	–	382
2022 Q4	$106K	Buy	+4,440	New	+$105K	0.08%	136

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

WFA of San Diego's SUSB Position: Q1 2026 in Review

WFA of San Diego held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q1 2026 at 5,501 shares worth $138K. The position accounts for 0.11% of the portfolio, ranked #109.

WFA of San Diego first reported a position in SUSB in Q4 2022 and has held it in 9 quarters since. The position peaked at $139K in Q3 2025. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

WFA of San Diego held 5,501 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $138K as of Q1 2026.
WFA of San Diego left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q1 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.11% of WFA of San Diego's portfolio in Q1 2026, its #109 holding.
WFA of San Diego first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 9 quarters since.
WFA of San Diego's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $139K in Q3 2025.
309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.