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

Allworth 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	$12.2M	Buy	486,779 +8,706	+2%	+$218K	0.05%	210
2026 Q1	$12M	Buy	478,073 +32,562	+7%	+$821K	0.05%	226
2025 Q4	$11.2M	Buy	445,511 +3,635	+0.8%	+$91.8K	0.05%	222
2025 Q3	$11.2M	Buy	441,876 +11,175	+3%	+$281K	0.05%	194
2025 Q2	$10.8M	Buy	430,701 +9,423	+2%	+$235K	0.05%	188
2025 Q1	$10.5M	Buy	421,278 +19,835	+5%	+$492K	0.06%	169
2024 Q4	$9.94M	Buy	401,443 +39,997	+11%	+$994K	0.05%	174
2024 Q3	$9.09M	Buy	361,446 +5,768	+2%	+$143K	0.06%	148
2024 Q2	$8.76M	Buy	355,678 +19,846	+6%	+$484K	0.06%	143
2024 Q1	$8.22M	Buy	335,832 +31,608	+10%	+$772K	0.06%	131
2023 Q4	$7.45M	Buy	304,224 +31,371	+11%	+$752K	0.06%	144
2023 Q3	$6.49M	Buy	272,853 +35,240	+15%	+$841K	0.06%	138
2023 Q2	$5.68M	Buy	237,613 +48,760	+26%	+$1.17M	0.05%	157
2023 Q1	$4.54M	Buy	188,853 +29,638	+19%	+$709K	0.05%	165
2022 Q4	$3.78M	Buy	159,215 +14,426	+10%	+$340K	0.04%	176
2022 Q3	$3.4M	Sell	144,789 -15,573	-10%	-$375K	0.04%	172
2022 Q2	$3.86M	Buy	160,362 +22,321	+16%	+$541K	0.05%	159
2022 Q1	$3.4M	Buy	138,041 +43,452	+46%	+$1.09M	0.04%	167
2021 Q4	$2.43M	Buy	94,589 +89,609	+1,799%	+$2.31M	0.03%	179
2021 Q3	$129K	Buy	+4,980	New	+$130K	﹤0.01%	568

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

Allworth Financial's SUSB Position: Q2 2026 in Review

Allworth Financial increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.8% in Q2 2026, buying an estimated $218K and bringing the position to 486,779 shares worth $12.2M. The position accounts for 0.05% of the portfolio, ranked #210.

Allworth Financial first reported a position in SUSB in Q3 2021 and has held it in 20 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Allworth Financial held 486,779 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $12.2M as of Q2 2026.
Allworth Financial bought 8,706 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $218K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.05% of Allworth Financial's portfolio in Q2 2026, its #210 holding.
Allworth Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.