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Ally Invest Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Ally Invest Advisors’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 		$599K Buy
23,975
+936
+4% +$23.4K 0.04% 54
2026
Q1 		$577K Buy
23,039
+140
+0.6% +$3.53K 0.04% 52
2025
Q4 		$578K Buy
22,899
+883
+4% +$22.3K 0.04% 54
2025
Q3 		$557K Buy
22,016
+751
+4% +$18.9K 0.04% 53
2025
Q2 		$535K Sell
21,265
-83
-0.4% -$2.07K 0.04% 52
2025
Q1 		$533K Sell
21,348
-250
-1% -$6.21K 0.05% 48
2024
Q4 		$533K Buy
21,598
+2,865
+15% +$71.2K 0.05% 49
2024
Q3 		$471K Buy
18,733
+1,498
+9% +$37.3K 0.04% 50
2024
Q2 		$422K Buy
17,235
+1,491
+9% +$36.3K 0.04% 51
2024
Q1 		$385K Buy
15,744
+2,457
+18% +$60K 0.04% 50
2023
Q4 		$325K Buy
13,287
+1,309
+11% +$31.4K 0.03% 53
2023
Q3 		$285K Buy
+11,978
New +$286K 0.03% 49

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

Ally Invest Advisors's SUSB Position: Q2 2026 in Review

Ally Invest Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.1% in Q2 2026, buying an estimated $23.4K and bringing the position to 23,975 shares worth $599K. The position accounts for 0.04% of the portfolio, ranked #54.

Ally Invest Advisors first reported a position in SUSB in Q3 2023 and has held it in 12 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Ally Invest Advisors held 23,975 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $599K as of Q2 2026.
  • Ally Invest Advisors bought 936 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $23.4K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Ally Invest Advisors's portfolio in Q2 2026, its #54 holding.
  • Ally Invest Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2023 and has held it in 12 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 Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.