AI
SUSB icon

Accredited Investors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Accredited Investors’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 		$4.08M Buy
163,289
+6,356
+4% +$159K 0.18% 51
2026
Q1 		$3.93M Sell
156,933
-39,982
-20% -$1.01M 0.21% 50
2025
Q4 		$4.97M Buy
196,915
+24,822
+14% +$627K 0.26% 46
2025
Q3 		$4.36M Buy
172,093
+9,602
+6% +$242K 0.24% 45
2025
Q2 		$4.09M Buy
162,491
+17,218
+12% +$429K 0.24% 46
2025
Q1 		$3.63M Buy
145,273
+51,793
+55% +$1.29M 0.23% 44
2024
Q4 		$2.31M Buy
93,480
+20,136
+27% +$500K 0.14% 57
2024
Q3 		$1.85M Buy
73,344
+415
+0.6% +$10.3K 0.11% 66
2024
Q2 		$1.79M Buy
72,929
+154
+0.2% +$3.75K 0.11% 61
2024
Q1 		$1.78M Sell
72,775
-7,141
-9% -$175K 0.11% 67
2023
Q4 		$1.96M Sell
79,916
-1,569
-2% -$37.6K 0.14% 61
2023
Q3 		$1.94M Buy
81,485
+6,617
+9% +$158K 0.15% 54
2023
Q2 		$1.79M Buy
74,868
+1,743
+2% +$41.9K 0.13% 57
2023
Q1 		$1.76M Buy
73,125
+7,777
+12% +$186K 0.13% 57
2022
Q4 		$1.55M Buy
65,348
+21,629
+49% +$511K 0.13% 56
2022
Q3 		$1.03M Sell
43,719
-2,342
-5% -$56.3K 0.12% 66
2022
Q2 		$1.11M Sell
46,061
-6,182
-12% -$150K 0.13% 66
2022
Q1 		$1.29M Sell
52,243
-1,394
-3% -$35K 0.12% 65
2021
Q4 		$1.38M Buy
53,637
+1,385
+3% +$35.7K 0.12% 60
2021
Q3 		$1.36M Sell
52,252
-12,968
-20% -$338K 0.15% 51
2021
Q2 		$1.7M Sell
65,220
-2,245
-3% -$58.5K 0.17% 44
2021
Q1 		$1.75M Sell
67,465
-9,360
-12% -$244K 0.23% 44
2020
Q4 		$2.01M Buy
76,825
+6,341
+9% +$166K 0.34% 36
2020
Q3 		$1.84M Buy
70,484
+8,101
+13% +$211K 0.39% 33
2020
Q2 		$1.62M Buy
62,383
+1,498
+2% +$38.4K 0.33% 36
2020
Q1 		$1.52M Buy
60,885
+827
+1% +$20.9K 0.36% 36
2019
Q4 		$1.53M Buy
60,058
+281
+0.5% +$7.15K 0.26% 43
2019
Q3 		$1.52M Buy
59,777
+751
+1% +$19K 0.29% 41
2019
Q2 		$1.5M Buy
59,026
+30,428
+106% +$762K 0.29% 40
2019
Q1 		$716K Buy
28,598
+1,995
+7% +$49.3K 0.14% 66
2018
Q4 		$650K Buy
26,603
+13,558
+104% +$331K 0.15% 60
2018
Q3 		$321K Buy
+13,045
New +$320K 0.08% 89

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Accredited Investors's SUSB Position: Q2 2026 in Review

Accredited Investors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.1% in Q2 2026, buying an estimated $159K and bringing the position to 163,289 shares worth $4.08M. The position accounts for 0.18% of the portfolio, ranked #51.

Accredited Investors first reported a position in SUSB in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.97M in Q4 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Accredited Investors held 163,289 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $4.08M as of Q2 2026.
  • Accredited Investors bought 6,356 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $159K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.18% of Accredited Investors's portfolio in Q2 2026, its #51 holding.
  • Accredited Investors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Accredited Investors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $4.97M in Q4 2025.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.