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

Willow Creek 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
2025
Q3 		$1.17M Buy
46,328
+1,891
+4% +$47.6K 0.1% 70
2025
Q2 		$1.12M Sell
44,437
-630
-1% -$15.7K 0.1% 65
2025
Q1 		$1.13M Sell
45,067
-524
-1% -$13K 0.11% 61
2024
Q4 		$1.13M Buy
45,591
+1,989
+5% +$49.4K 0.11% 61
2024
Q3 		$1.1M Buy
43,602
+733
+2% +$18.2K 0.12% 61
2024
Q2 		$1.05M Sell
42,869
-1,035
-2% -$25.2K 0.12% 61
2024
Q1 		$1.07M Buy
43,904
+1,273
+3% +$31.1K 0.13% 61
2023
Q4 		$1.04M Sell
42,631
-281
-0.7% -$6.74K 0.13% 61
2023
Q3 		$1.02M Buy
42,912
+8,678
+25% +$207K 0.15% 57
2023
Q2 		$819K Sell
34,234
-5,273
-13% -$127K 0.12% 63
2023
Q1 		$951K Buy
39,507
+6,060
+18% +$145K 0.15% 54
2022
Q4 		$795K Sell
33,447
-10,806
-24% -$255K 0.13% 54
2022
Q3 		$1.04M Sell
44,253
-2,714
-6% -$65.3K 0.2% 53
2022
Q2 		$1.13M Sell
46,967
-664
-1% -$16.1K 0.21% 48
2022
Q1 		$1.17M Buy
47,631
+23,176
+95% +$582K 0.24% 43
2021
Q4 		$627K Buy
24,455
+4,857
+25% +$125K 0.13% 56
2021
Q3 		$509K Buy
19,598
+3,922
+25% +$102K 0.11% 55
2021
Q2 		$408K Buy
15,676
+830
+6% +$21.6K 0.1% 63
2021
Q1 		$386K Buy
14,846
+421
+3% +$11K 0.14% 54
2020
Q4 		$378K Buy
14,425
+523
+4% +$13.7K 0.14% 52
2020
Q3 		$363K Buy
+13,902
New +$363K 0.15% 44

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Willow Creek Wealth Management's SUSB Position: Q3 2025 in Review

Willow Creek Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.3% in Q3 2025, buying an estimated $47.6K and bringing the position to 46,328 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #70.

Willow Creek Wealth Management first reported a position in SUSB in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.17M in Q1 2022. 290 funds tracked by Wall St. Rank hold SUSB as of Q3 2025.

  • Willow Creek Wealth Management held 46,328 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.17M as of Q3 2025.
  • Willow Creek Wealth Management bought 1,891 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2025, an estimated $47.6K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.1% of Willow Creek Wealth Management's portfolio in Q3 2025, its #70 holding.
  • Willow Creek Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2020 and has held it in 21 quarters since.
  • Willow Creek Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.17M in Q1 2022.
  • 290 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.