Whitegate Investment Counselors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Whitegate Investment Counselors’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	$219K	Buy	+8,732	New	+$220K	0.07%	62

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

Whitegate Investment Counselors's SUSB Position: Q1 2026 in Review

Whitegate Investment Counselors opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2026: 8,732 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #62 among its holdings.

310 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Whitegate Investment Counselors held 8,732 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $219K as of Q1 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Whitegate Investment Counselors position in Q1 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.07% of Whitegate Investment Counselors's portfolio in Q1 2026, its #62 holding.
310 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.