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

AmeriFlex 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	$36.4K	Buy	1,456 +31	+2%	+$775	0.01%	578
2026 Q1	$35.7K	Sell	1,425 -60	-4%	-$1.51K	0.02%	494
2025 Q4	$37.5K	Sell	1,485 -1,440	-49%	-$36.4K	0.02%	480
2025 Q3	$74K	Buy	2,925 +1,477	+102%	+$37.2K	0.03%	387
2025 Q2	$36.4K	Buy	1,448 +16	+1%	+$399	0.02%	446
2025 Q1	$35.8K	Buy	1,432 +10	+0.7%	+$248	0.01%	548
2024 Q4	$35.3K	Buy	+1,422	New	+$35.3K	0.02%	513

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

AmeriFlex Group's SUSB Position: Q2 2026 in Review

AmeriFlex Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.2% in Q2 2026, buying an estimated $775 and bringing the position to 1,456 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #578.

AmeriFlex Group first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $74K in Q3 2025. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

AmeriFlex Group held 1,456 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $36.4K as of Q2 2026.
AmeriFlex Group bought 31 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $775.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #578 holding.
AmeriFlex Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $74K in Q3 2025.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.