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

Ancora 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	$94.5K	Hold	3,783	–	–	﹤0.01%	912
2026 Q1	$94.8K	Hold	3,783	–	–	﹤0.01%	921
2025 Q4	$95.5K	Hold	3,783	–	–	﹤0.01%	925
2025 Q3	$95.7K	Sell	3,783 -500	-12%	-$12.6K	﹤0.01%	875
2025 Q2	$108K	Hold	4,283	–	–	﹤0.01%	862
2025 Q1	$107K	Hold	4,283	–	–	﹤0.01%	844
2024 Q4	$106K	Hold	4,283	–	–	﹤0.01%	837
2024 Q3	$108K	Sell	4,283 -14	-0.3%	-$348	﹤0.01%	806
2024 Q2	$105K	Hold	4,297	–	–	﹤0.01%	793
2024 Q1	$105K	Hold	4,297	–	–	﹤0.01%	796
2023 Q4	$105K	Hold	4,297	–	–	﹤0.01%	789
2023 Q3	$102K	Sell	4,297 -263	-6%	-$6.28K	﹤0.01%	778
2023 Q2	$109K	Sell	4,560 -162	-3%	-$3.89K	﹤0.01%	762
2023 Q1	$114K	Hold	4,722	–	–	﹤0.01%	752
2022 Q4	$112K	Sell	4,722 -162	-3%	-$3.82K	﹤0.01%	808
2022 Q3	$115K	Sell	4,884 -72	-1%	-$1.73K	﹤0.01%	859
2022 Q2	$119K	Hold	4,956	–	–	﹤0.01%	910
2022 Q1	$122K	Sell	4,956 -404	-8%	-$10.1K	﹤0.01%	963
2021 Q4	$137K	Sell	5,360 -108	-2%	-$2.78K	﹤0.01%	926
2021 Q3	$142K	Buy	5,468 +1,032	+23%	+$26.9K	﹤0.01%	886
2021 Q2	$116K	Buy	4,436 +3,227	+267%	+$84K	﹤0.01%	867
2021 Q1	$31K	Buy	+1,209	New	+$31.5K	﹤0.01%	1190

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

Ancora Advisors's SUSB Position: Q2 2026 in Review

Ancora Advisors held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 3,783 shares worth $94.5K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Ancora Advisors first reported a position in SUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $142K in Q3 2021. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Ancora Advisors held 3,783 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $94.5K as of Q2 2026.
Ancora Advisors 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 ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #912 holding.
Ancora Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
Ancora Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $142K in Q3 2021.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.