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

Aptus Capital 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	$1.13M	Buy	45,067 +21,049	+88%	+$526K	0.01%	602
2026 Q1	$602K	Buy	24,018 +177	+0.7%	+$4.46K	﹤0.01%	671
2025 Q4	$602K	Buy	23,841 +544	+2%	+$13.7K	﹤0.01%	691
2025 Q3	$590K	Sell	23,297 -40	-0.2%	-$1.01K	﹤0.01%	664
2025 Q2	$587K	Buy	23,337 +49	+0.2%	+$1.22K	﹤0.01%	638
2025 Q1	$582K	Sell	23,288 -327	-1%	-$8.12K	0.01%	604
2024 Q4	$583K	Buy	23,615 +22,474	+1,970%	+$558K	0.01%	591
2024 Q3	$28.7K	Buy	+1,141	New	+$28.4K	﹤0.01%	1000
2023 Q2	–	Sell	-389	Closed	-$9.36K	–	855
2023 Q1	$9.36K	Sell	389 -231	-37%	-$5.53K	﹤0.01%	686
2022 Q4	$14.7K	Buy	620 +246	+66%	+$5.81K	﹤0.01%	673
2022 Q3	$9K	Buy	+374	New	+$8.99K	﹤0.01%	673
2021 Q1	–	Sell	-349	Closed	-$9K	–	561
2020 Q4	$9K	Hold	349	–	–	﹤0.01%	426
2020 Q3	$9K	Buy	+349	New	+$9.11K	﹤0.01%	420

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

Aptus Capital Advisors's SUSB Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 88% in Q2 2026, buying an estimated $526K and bringing the position to 45,067 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #602.

Aptus Capital Advisors first reported a position in SUSB in Q3 2020 and has held it in 13 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Aptus Capital Advisors held 45,067 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.13M as of Q2 2026.
Aptus Capital Advisors bought 21,049 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $526K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #602 holding.
Aptus Capital Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2020 and has held it in 13 quarters since.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.