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

Avidian Wealth Enterprises’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	$697K	Buy	27,884 +3,493	+14%	+$87.3K	0.02%	406
2026 Q1	$611K	Buy	24,391 +180	+0.7%	+$4.54K	0.02%	397
2025 Q4	$611K	Buy	24,211 +361	+2%	+$9.12K	0.02%	330
2025 Q3	$604K	Buy	23,850 +5,203	+28%	+$131K	0.02%	330
2025 Q2	$469K	Sell	18,647 -40	-0.2%	-$997	0.02%	347
2025 Q1	$467K	Buy	18,687 +135	+0.7%	+$3.35K	0.02%	319
2024 Q4	$458K	Buy	18,552 +5,207	+39%	+$129K	0.02%	314
2024 Q3	$336K	Buy	13,345 +131	+1%	+$3.26K	0.02%	376
2024 Q2	$324K	Buy	13,214 +119	+0.9%	+$2.9K	0.01%	379
2024 Q1	$321K	Buy	13,095 +72	+0.6%	+$1.76K	0.02%	346
2023 Q4	$319K	Buy	13,023 +136	+1%	+$3.26K	0.02%	329
2023 Q3	$306K	Buy	+12,887	New	+$308K	0.02%	322

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

Avidian Wealth Enterprises's SUSB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 14% in Q2 2026, buying an estimated $87.3K and bringing the position to 27,884 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #406.

Avidian Wealth Enterprises first reported a position in SUSB in Q3 2023 and has held it in 12 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Avidian Wealth Enterprises held 27,884 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $697K as of Q2 2026.
Avidian Wealth Enterprises bought 3,493 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $87.3K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #406 holding.
Avidian Wealth Enterprises first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2023 and has held it in 12 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 Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.