AE Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

AE Wealth Management’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	$233K	Buy	9,308 +7,439	+398%	+$186K	﹤0.01%	1631
2026 Q1	$46.8K	Sell	1,869 -89	-5%	-$2.24K	﹤0.01%	1973
2025 Q4	$49.4K	Sell	1,958 -90	-4%	-$2.27K	﹤0.01%	1853
2025 Q3	$51.8K	Sell	2,048 -1,309	-39%	-$33K	﹤0.01%	1707
2025 Q2	$84.5K	Sell	3,357 -1	-0%	-$25	﹤0.01%	1521
2025 Q1	$83.9K	Sell	3,358 -1,396	-29%	-$34.7K	﹤0.01%	1484
2024 Q4	$117K	Buy	+4,754	New	+$118K	﹤0.01%	1396
2023 Q1	–	Sell	-11,111	Closed	-$264K	–	1997
2022 Q4	$264K	Buy	+11,111	New	+$262K	﹤0.01%	1559
2022 Q1	–	Sell	-13,597	Closed	-$349K	–	1809
2021 Q4	$349K	Buy	13,597 +1,700	+14%	+$43.8K	﹤0.01%	1392
2021 Q3	$309K	Sell	11,897 -2,937	-20%	-$76.5K	﹤0.01%	1355
2021 Q2	$386K	Buy	+14,834	New	+$386K	﹤0.01%	1237

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

AE Wealth Management's SUSB Position: Q2 2026 in Review

AE Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 398% in Q2 2026, buying an estimated $186K and bringing the position to 9,308 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

AE Wealth Management first reported a position in SUSB in Q2 2021 and has held it in 11 quarters since. The position peaked at $386K in Q2 2021. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

AE Wealth Management held 9,308 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $233K as of Q2 2026.
AE Wealth Management bought 7,439 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $186K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1631 holding.
AE Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and has held it in 11 quarters since.
AE Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $386K in Q2 2021.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.