American Capital Advisory’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

American Capital Advisory’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	$147K	Hold	5,890	–	–	0.05%	124
2026 Q1	$148K	Hold	5,890	–	–	0.06%	121
2025 Q4	$149K	Hold	5,890	–	–	0.06%	119
2025 Q3	$149K	Hold	5,890	–	–	0.07%	112
2025 Q2	$148K	Hold	5,890	–	–	0.07%	107
2025 Q1	$147K	Hold	5,890	–	–	0.08%	105
2024 Q4	$145K	Hold	5,890	–	–	0.08%	108
2024 Q3	$148K	Sell	5,890 -9,046	-61%	-$225K	0.09%	107
2024 Q2	$366K	Buy	+14,936	New	+$364K	0.26%	67
2024 Q1	–	Sell	-14,936	Closed	-$366K	–	509
2023 Q4	$366K	Buy	+14,936	New	+$358K	0.26%	67

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

American Capital Advisory's SUSB Position: Q2 2026 in Review

American Capital Advisory held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 5,890 shares worth $147K. The position accounts for 0.05% of the portfolio, ranked #124.

American Capital Advisory first reported a position in SUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $366K in Q2 2024. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

American Capital Advisory held 5,890 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $147K as of Q2 2026.
American Capital Advisory left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.05% of American Capital Advisory's portfolio in Q2 2026, its #124 holding.
American Capital Advisory first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
American Capital Advisory's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $366K in Q2 2024.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.