Wells Financial Advisors INC SUSB — ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF

Ownership history in Wells Financial Advisors INC  ·  19 quarters on record

AI Ownership Summary

Wells Financial Advisors INC reported ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.51% in 2025 Q4. The latest visible filing shows SUSB at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SUSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wells Financial Advisors INC's position in ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SUSB was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUSB stock page Wells Financial Advisors INC fund profile Wells Financial Advisors INC full holdings
How Wells Financial Advisors INC held SUSB — position size vs. price
% of Fund (quarterly)    SUSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 10,660 — 0% 0.51% $269K 2026-02-14 (Est.) $25.16
2025 Q3 UNCHANGED — — — 10,660 — 0% 0.36% $270K 2025-10-20 $24.78
2025 Q2 UNCHANGED — — — 10,660 — 0% 0.37% $268K 2025-07-25 $24.27
2025 Q1 UNCHANGED — — — 10,660 — 0% 0.37% $266K 2025-05-09 $23.89
2024 Q4 ADDED — — — 10,660 +1,290 +13.8% 0.36% $263K 2025-02-12 $23.47
2024 Q3 UNCHANGED — — — 9,370 — 0% 0.32% $236K 2024-11-13 $23.26
2024 Q2 UNCHANGED — — — 9,370 — 0% 0.15% $229K 2024-08-09 $23.07
2024 Q1 UNCHANGED — — — 9,370 — 0% 0.16% $229K 2024-05-14 $22.46
2023 Q4 UNCHANGED — — — 9,370 — 0% 0.17% $229K 2024-02-13 $22.20
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SUSB

As of 2026 Q1 — sorted by position size

Impact Investors, Inc 4.22% Clarity Wealth Development LLC 2.66% Colorado Capital Management, Inc. 3Y 7Y 2.4% IMPACTfolio, LLC 3Y 1.88% Northland Capital Management LLC 3Y 1.71% Integris Wealth Management, LLC 3Y 1.64% eCIO, Inc. 0.75% Pine Haven Investment Counsel, Inc 3Y 0.72% Arlington Financial Advisors, LLC 3Y 7Y 0.64% Flagstone Financial Management 3Y 0.54%

FAQ About Wells Financial Advisors INC and SUSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wells Financial Advisors INC reported owning SUSB?

Wells Financial Advisors INC reported SUSB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SUSB position in Wells Financial Advisors INC's portfolio?

The largest reported portfolio weight for SUSB was 0.51% in 2025 Q4.

What is the latest reported SUSB position on this page?

The most recent filing on this page is 2025 Q4, when Wells Financial Advisors INC reported 10,660 shares, equal to 0.51% of portfolio, with an estimated market value of $269K.

What does the chart on this SUSB ownership page compare?

The chart compares Wells Financial Advisors INC's quarterly SUSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wells Financial Advisors INC time their SUSB position?

Based on 13F filing dates vs. subsequent SUSB price moves, Wells Financial Advisors INC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on SUSB relative to SPY over the holding period was -13.2%.

← Back to Wells Financial Advisors INC Holdings