Aprio Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Aprio Wealth Management’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	$415K	Sell	16,623 -432	-3%	-$10.8K	0.02%	428
2026 Q1	$427K	Sell	17,055 -1,815	-10%	-$45.8K	0.02%	399
2025 Q4	$476K	Sell	18,870 -7,301	-28%	-$184K	0.03%	326
2025 Q3	$662K	Sell	26,171 -3,623	-12%	-$91.2K	0.07%	175
2025 Q2	$750K	Sell	29,794 -1,626	-5%	-$40.5K	0.08%	134
2025 Q1	$785K	Buy	31,420 +586	+2%	+$14.5K	0.1%	129
2024 Q4	$762K	Buy	30,834 +445	+1%	+$11.1K	0.11%	103
2024 Q3	$765K	Buy	30,389 +40	+0.1%	+$995	0.12%	96
2024 Q2	$743K	Sell	30,349 -9,729	-24%	-$237K	0.14%	90
2024 Q1	$981K	Sell	40,078 -22,642	-36%	-$553K	0.19%	66
2023 Q4	$1.54M	Buy	62,720 +42,205	+206%	+$1.01M	0.34%	42
2023 Q3	$488K	Buy	20,515 +788	+4%	+$18.8K	0.13%	86
2023 Q2	$472K	Buy	19,727 +730	+4%	+$17.5K	0.13%	79
2023 Q1	$457K	Buy	+18,997	New	+$455K	0.14%	71

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

Aprio Wealth Management's SUSB Position: Q2 2026 in Review

Aprio Wealth Management reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.5% in Q2 2026, selling an estimated $10.8K and leaving 16,623 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #428.

Aprio Wealth Management first reported a position in SUSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.54M in Q4 2023. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Aprio Wealth Management held 16,623 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $415K as of Q2 2026.
Aprio Wealth Management sold 432 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $10.8K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #428 holding.
Aprio Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Aprio Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.54M in Q4 2023.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.