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

Advisornet Financial’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 		$693K Buy
27,713
+19,349
+231% +$484K 0.03% 343
2026
Q1 		$210K Sell
8,364
-2,733
-25% -$68.9K 0.01% 599
2025
Q4 		$280K Buy
11,097
+2,052
+23% +$51.8K 0.01% 513
2025
Q3 		$229K Buy
9,045
+75
+0.8% +$1.89K 0.01% 556
2025
Q2 		$226K Buy
8,970
+5,717
+176% +$143K 0.01% 544
2025
Q1 		$81.3K Buy
3,253
+110
+3% +$2.73K 0.01% 787
2024
Q4 		$77.6K Sell
3,143
-139
-4% -$3.45K 0.01% 748
2024
Q3 		$82.6K Buy
3,282
+170
+5% +$4.23K 0.01% 751
2024
Q2 		$76.2K Buy
3,112
+12
+0.4% +$292 0.01% 699
2024
Q1 		$75.9K Sell
3,100
-1,894
-38% -$46.3K 0.01% 704
2023
Q4 		$122K Sell
4,994
-5,066
-50% -$121K 0.01% 592
2023
Q3 		$239K Buy
10,060
+9
+0.1% +$215 0.02% 417
2023
Q2 		$240K Sell
10,051
-75
-0.7% -$1.8K 0.02% 447
2023
Q1 		$244K Buy
10,126
+679
+7% +$16.2K 0.02% 431
2022
Q4 		$225K Buy
9,447
+180
+2% +$4.25K 0.02% 451
2022
Q3 		$218K Hold
9,267
– – 0.02% 484
2022
Q2 		$223K Sell
9,267
-419
-4% -$10.2K 0.02% 480
2022
Q1 		$239K Buy
9,686
+5,917
+157% +$149K 0.01% 519
2021
Q4 		$97K Sell
3,769
-553
-13% -$14.2K 0.01% 826
2021
Q3 		$112K Buy
4,322
+3,755
+662% +$97.8K 0.01% 749
2021
Q2 		$15K Buy
567
+337
+147% +$8.78K ﹤0.01% 1330
2021
Q1 		$6K Hold
230
– – ﹤0.01% 1484
2020
Q4 		$6K Sell
230
-861
-79% -$22.5K ﹤0.01% 1419
2020
Q3 		$28K Buy
1,091
+412
+61% +$10.8K ﹤0.01% 1000
2020
Q2 		$18K Hold
679
– – ﹤0.01% 1144
2020
Q1 		$17K Sell
679
-2,021
-75% -$51K ﹤0.01% 1114
2019
Q4 		$69K Hold
2,700
– – 0.01% 790
2019
Q3 		$69K Hold
2,700
– – 0.01% 791
2019
Q2 		$68K Hold
2,700
– – 0.01% 715
2019
Q1 		$68K Hold
2,700
– – 0.01% 656
2018
Q4 		$66K Buy
+2,700
New +$66K 0.01% 618

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

Advisornet Financial's SUSB Position: Q2 2026 in Review

Advisornet Financial increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 231% in Q2 2026, buying an estimated $484K and bringing the position to 27,713 shares worth $693K. The position accounts for 0.03% of the portfolio, ranked #343.

Advisornet Financial first reported a position in SUSB in Q4 2018 and has held it in 31 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Advisornet Financial held 27,713 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $693K as of Q2 2026.
  • Advisornet Financial bought 19,349 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $484K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #343 holding.
  • Advisornet Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.