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

Atomic Invest’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	$4.19M	Sell	167,385 -33,721	-17%	-$843K	0.37%	25
2026 Q1	$5.03M	Sell	201,106 -1,470	-0.7%	-$37.1K	2.37%	11
2025 Q4	$5.12M	Buy	+202,576	New	+$5.12M	2.88%	9

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Atomic Invest's SUSB Position: Q2 2026 in Review

Atomic Invest reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 17% in Q2 2026, selling an estimated $843K and leaving 167,385 shares worth $4.19M. The position accounts for 0.37% of the portfolio, ranked #25.

Atomic Invest first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.12M in Q4 2025. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Atomic Invest held 167,385 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $4.19M as of Q2 2026.
Atomic Invest sold 33,721 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $843K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.37% of Atomic Invest's portfolio in Q2 2026, its #25 holding.
Atomic Invest first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Atomic Invest's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $5.12M in Q4 2025.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Atomic Invest's 13F filing for Q2 2026, filed 25 Sep 2026.