AssetMark Inc
SUSB icon

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

AssetMark Inc’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 		$3.99M Buy
159,740
+88,896
+125% +$2.22M 0.01% 797
2026
Q1 		$1.78M Buy
70,844
+10,406
+17% +$262K ﹤0.01% 917
2025
Q4 		$1.53M Buy
60,438
+12,028
+25% +$304K ﹤0.01% 925
2025
Q3 		$1.23M Buy
48,410
+6,425
+15% +$162K ﹤0.01% 930
2025
Q2 		$1.06M Buy
41,985
+2,236
+6% +$55.8K ﹤0.01% 912
2025
Q1 		$993K Sell
39,749
-20,714
-34% -$514K ﹤0.01% 867
2024
Q4 		$1.49M Buy
60,463
+13,955
+30% +$347K ﹤0.01% 770
2024
Q3 		$1.17M Buy
46,508
+21,052
+83% +$524K ﹤0.01% 761
2024
Q2 		$623K Buy
25,456
+5,657
+29% +$138K ﹤0.01% 842
2024
Q1 		$485K Buy
19,799
+945
+5% +$23.1K ﹤0.01% 834
2023
Q4 		$462K Buy
18,854
+4,746
+34% +$114K ﹤0.01% 800
2023
Q3 		$335K Buy
14,108
+3,756
+36% +$89.6K ﹤0.01% 803
2023
Q2 		$248K Buy
10,352
+4,463
+76% +$107K ﹤0.01% 811
2023
Q1 		$142K Sell
5,889
-10,707
-65% -$256K ﹤0.01% 871
2022
Q4 		$394K Buy
16,596
+12,261
+283% +$289K ﹤0.01% 733
2022
Q3 		$102K Buy
4,335
+1,266
+41% +$30.4K ﹤0.01% 842
2022
Q2 		$74K Sell
3,069
-75
-2% -$1.82K ﹤0.01% 860
2022
Q1 		$77K Buy
3,144
+157
+5% +$3.94K ﹤0.01% 829
2021
Q4 		$77K Hold
2,987
– – ﹤0.01% 828
2021
Q3 		$78K Hold
2,987
– – ﹤0.01% 695
2021
Q2 		$78K Sell
2,987
-628
-17% -$16.4K ﹤0.01% 677
2021
Q1 		$94K Buy
3,615
+489
+16% +$12.8K ﹤0.01% 633
2020
Q4 		$82K Hold
3,126
– – ﹤0.01% 639
2020
Q3 		$82K Sell
3,126
-610
-16% -$15.9K ﹤0.01% 614
2020
Q2 		$97K Buy
3,736
+1,321
+55% +$33.8K ﹤0.01% 584
2020
Q1 		$60K Buy
2,415
+1,025
+74% +$25.9K ﹤0.01% 651
2019
Q4 		$35K Buy
1,390
+799
+135% +$20.3K ﹤0.01% 819
2019
Q3 		$15K Buy
+591
New +$15K ﹤0.01% 924

Other funds holding SUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

AssetMark Inc's SUSB Position: Q2 2026 in Review

AssetMark Inc increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 125% in Q2 2026, buying an estimated $2.22M and bringing the position to 159,740 shares worth $3.99M. The position accounts for 0.01% of the portfolio, ranked #797.

AssetMark Inc first reported a position in SUSB in Q3 2019 and has held it in 28 quarters since. 157 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • AssetMark Inc held 159,740 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.99M as of Q2 2026.
  • AssetMark Inc bought 88,896 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $2.22M.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #797 holding.
  • AssetMark Inc first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.