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

Amara 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	$382K	Sell	15,276 -236	-2%	-$5.9K	0.23%	35
2026 Q1	$389K	Buy	15,512 +5,841	+60%	+$147K	0.27%	33
2025 Q4	$244K	Sell	9,671 -251	-3%	-$6.34K	0.17%	44
2025 Q3	$251K	Buy	9,922 +255	+3%	+$6.42K	0.19%	45
2025 Q2	$243K	Buy	9,667 +1,332	+16%	+$33.2K	0.21%	41
2025 Q1	$208K	Buy	+8,335	New	+$207K	0.19%	45

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

Amara Financial's SUSB Position: Q2 2026 in Review

Amara Financial reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.5% in Q2 2026, selling an estimated $5.9K and leaving 15,276 shares worth $382K. The position accounts for 0.23% of the portfolio, ranked #35.

Amara Financial first reported a position in SUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $389K in Q1 2026. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Amara Financial held 15,276 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $382K as of Q2 2026.
Amara Financial sold 236 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $5.9K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.23% of Amara Financial's portfolio in Q2 2026, its #35 holding.
Amara Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Amara Financial's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $389K in Q1 2026.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.