Advisory Services Network’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Advisory Services Network’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	$1.75M	Buy	70,063 +4,080	+6%	+$102K	0.02%	754
2026 Q1	$1.65M	Buy	65,983 +3,209	+5%	+$80.9K	0.02%	723
2025 Q4	$1.58M	Buy	62,774 +12,036	+24%	+$304K	0.02%	699
2025 Q3	$1.28M	Buy	50,738 +3,221	+7%	+$81.1K	0.02%	766
2025 Q2	$1.19M	Sell	47,517 -69,119	-59%	-$1.72M	0.02%	756
2025 Q1	$2.91M	Buy	116,636 +39,305	+51%	+$976K	0.06%	389
2024 Q4	$1.91M	Buy	77,331 +19,133	+33%	+$475K	0.04%	509
2024 Q3	$1.43M	Hold	58,198	–	–	0.03%	588
2024 Q2	$1.43M	Sell	58,198 -6,273	-10%	-$153K	0.03%	588
2024 Q1	$1.58M	Buy	64,471 +3,528	+6%	+$86.2K	0.04%	530
2023 Q4	$1.49M	Sell	60,943 -2,274	-4%	-$54.5K	0.04%	509
2023 Q3	$1.5M	Sell	63,217 -17,211	-21%	-$411K	0.04%	508
2023 Q2	$1.92M	Buy	80,428 +16,822	+26%	+$404K	0.05%	420
2023 Q1	$1.53M	Sell	63,606 -17,754	-22%	-$425K	0.04%	498
2022 Q4	$1.93M	Buy	81,360 +8,782	+12%	+$207K	0.06%	384
2022 Q3	$1.71M	Sell	72,578 -27,784	-28%	-$668K	0.06%	378
2022 Q2	$2.42M	Sell	100,362 -52,638	-34%	-$1.28M	0.08%	287
2022 Q1	$3.77M	Buy	153,000 +3,147	+2%	+$79K	0.11%	219
2021 Q4	$3.84M	Sell	149,853 -555	-0.4%	-$14.3K	0.11%	231
2021 Q3	$3.91M	Sell	150,408 -934	-0.6%	-$24.3K	0.12%	206
2021 Q2	$3.94M	Buy	151,342 +14,900	+11%	+$388K	0.12%	206
2021 Q1	$3.54M	Buy	136,442 +61,862	+83%	+$1.61M	0.13%	200
2020 Q4	$1.95M	Buy	74,580 +31,313	+72%	+$817K	0.08%	303
2020 Q3	$1.13M	Buy	43,267 +26,764	+162%	+$699K	0.05%	378
2020 Q2	$429K	Buy	16,503 +4,593	+39%	+$118K	0.02%	656
2020 Q1	$297K	Buy	11,910 +7,411	+165%	+$187K	0.02%	676
2019 Q4	$114K	Buy	4,499 +4,108	+1,051%	+$104K	0.01%	1109
2019 Q3	$10K	Hold	391	–	–	﹤0.01%	2167
2019 Q2	$10K	Buy	391 +131	+50%	+$3.28K	﹤0.01%	2165
2019 Q1	$7K	Buy	+260	New	+$6.43K	﹤0.01%	1998

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisory Services Network's SUSB Position: Q2 2026 in Review

Advisory Services Network increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 6.2% in Q2 2026, buying an estimated $102K and bringing the position to 70,063 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #754.

Advisory Services Network first reported a position in SUSB in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.94M in Q2 2021. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Advisory Services Network held 70,063 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.75M as of Q2 2026.
Advisory Services Network bought 4,080 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $102K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Advisory Services Network's portfolio in Q2 2026, its #754 holding.
Advisory Services Network first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
Advisory Services Network's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.94M in Q2 2021.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.