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

Albion 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 		$1.61M Buy
64,474
+5,592
+9% +$140K 0.09% 90
2026
Q1 		$1.48M Buy
58,882
+234
+0.4% +$5.9K 0.1% 89
2025
Q4 		$1.48M Buy
58,648
+2,278
+4% +$57.5K 0.09% 92
2025
Q3 		$1.43M Buy
56,370
+7,807
+16% +$197K 0.09% 94
2025
Q2 		$1.22M Buy
48,563
+2,963
+6% +$73.9K 0.08% 104
2025
Q1 		$1.14M Buy
45,600
+14,310
+46% +$355K 0.08% 109
2024
Q4 		$773K Buy
31,290
+330
+1% +$8.2K 0.05% 126
2024
Q3 		$779K Sell
30,960
-6,099
-16% -$152K 0.05% 123
2024
Q2 		$908K Buy
37,059
+1,440
+4% +$35.1K 0.07% 114
2024
Q1 		$872K Buy
35,619
+13,106
+58% +$320K 0.07% 116
2023
Q4 		$551K Sell
22,513
-10,209
-31% -$245K 0.05% 133
2023
Q3 		$778K Sell
32,722
-70
-0.2% -$1.67K 0.07% 114
2023
Q2 		$784K Buy
32,792
+268
+0.8% +$6.44K 0.07% 120
2023
Q1 		$783K Sell
32,524
-289
-0.9% -$6.92K 0.07% 116
2022
Q4 		$780K Buy
32,813
+3,382
+11% +$79.8K 0.08% 114
2022
Q3 		$691K Sell
29,431
-6,950
-19% -$167K 0.07% 117
2022
Q2 		$876K Sell
36,381
-100
-0.3% -$2.43K 0.09% 112
2022
Q1 		$899K Buy
36,481
+85
+0.2% +$2.13K 0.08% 121
2021
Q4 		$934K Buy
36,396
+5
+0% +$129 0.07% 121
2021
Q3 		$945K Buy
36,391
+840
+2% +$21.9K 0.08% 125
2021
Q2 		$926K Buy
+35,551
New +$926K 0.08% 125
2020
Q4 		$288K Buy
+10,993
New +$287K 0.03% 165

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

Albion Financial Group's SUSB Position: Q2 2026 in Review

Albion Financial Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 9.5% in Q2 2026, buying an estimated $140K and bringing the position to 64,474 shares worth $1.61M. The position accounts for 0.09% of the portfolio, ranked #90.

Albion Financial Group first reported a position in SUSB in Q4 2020 and has held it in 22 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Albion Financial Group held 64,474 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.61M as of Q2 2026.
  • Albion Financial Group bought 5,592 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $140K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.09% of Albion Financial Group's portfolio in Q2 2026, its #90 holding.
  • Albion Financial Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 22 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 Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.