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

Arax Advisory Partners’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	$206K	Buy	8,235 +8,171	+12,767%	+$204K	﹤0.01%	2237
2026 Q1	$1.6K	Hold	64	–	–	﹤0.01%	3169
2025 Q4	$1.62K	Buy	+64	New	+$1.62K	﹤0.01%	3340
2025 Q3	–	Sell	-64	Closed	-$1.61K	–	4231
2025 Q2	$1.61K	Hold	64	–	–	﹤0.01%	2636
2025 Q1	$1.6K	Buy	+64	New	+$1.59K	﹤0.01%	2143

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

Arax Advisory Partners's SUSB Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 12,767% in Q2 2026, buying an estimated $204K and bringing the position to 8,235 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Arax Advisory Partners first reported a position in SUSB in Q1 2025 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Arax Advisory Partners held 8,235 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $206K as of Q2 2026.
Arax Advisory Partners bought 8,171 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $204K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2237 holding.
Arax Advisory Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and has held it in 5 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.