4FG
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4Thought Financial Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

4Thought Financial Group’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
Q2 		$244K Buy
9,756
+227
+2% +$5.67K 0.11% 53
2026
Q1 		$239K Buy
9,529
+19
+0.2% +$479 0.12% 55
2025
Q4 		$240K Buy
9,510
+273
+3% +$6.9K 0.12% 47
2025
Q3 		$234K Buy
9,237
+280
+3% +$7.05K 0.12% 49
2025
Q2 		$225K Buy
8,957
+5
+0.1% +$125 0.12% 49
2025
Q1 		$224K Sell
8,952
-209
-2% -$5.19K 0.14% 44
2024
Q4 		$226K Buy
9,161
+321
+4% +$7.97K 0.14% 45
2024
Q3 		$222K Sell
8,840
-211
-2% -$5.25K 0.14% 47
2024
Q2 		$222K Buy
9,051
+186
+2% +$4.53K 0.14% 49
2024
Q1 		$217K Buy
8,865
+4,487
+102% +$110K 0.14% 49
2023
Q4 		$107K Buy
4,378
+1,744
+66% +$41.8K 0.08% 52
2023
Q3 		$62.6K Buy
2,634
+11
+0.4% +$263 0.05% 52
2023
Q2 		$62.7K Buy
2,623
+5
+0.2% +$120 0.05% 53
2023
Q1 		$63K Buy
2,618
+83
+3% +$1.99K 0.05% 55
2022
Q4 		$60K Buy
2,535
+15
+0.6% +$354 0.05% 53
2022
Q3 		$59K Sell
2,520
-70
-3% -$1.68K 0.06% 54
2022
Q2 		$62K Sell
2,590
-34
-1% -$825 0.06% 58
2022
Q1 		$65K Sell
2,624
-120
-4% -$3.01K 0.06% 54
2021
Q4 		$70K Buy
2,744
+51
+2% +$1.31K 0.06% 55
2021
Q3 		$70K Buy
2,693
+80
+3% +$2.08K 0.06% 55
2021
Q2 		$68K Buy
2,613
+94
+4% +$2.45K 0.06% 55
2021
Q1 		$65K Buy
+2,519
New +$65.7K 0.06% 58

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

4Thought Financial Group's SUSB Position: Q2 2026 in Review

4Thought Financial Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.4% in Q2 2026, buying an estimated $5.67K and bringing the position to 9,756 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #53.

4Thought Financial Group first reported a position in SUSB in Q1 2021 and has held it in 22 quarters since. 172 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • 4Thought Financial Group held 9,756 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $244K as of Q2 2026.
  • 4Thought Financial Group bought 227 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $5.67K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.11% of 4Thought Financial Group's portfolio in Q2 2026, its #53 holding.
  • 4Thought Financial Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.