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Beacon Investment Advisory Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Beacon Investment Advisory Services’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 		$221K Buy
8,829
+1,000
+13% +$25K 0.01% 245
2026
Q1 		$196K Buy
+7,829
New +$197K 0.01% 246

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Investment Advisory Services's SUSB Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 13% in Q2 2026, buying an estimated $25K and bringing the position to 8,829 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #245.

Beacon Investment Advisory Services first reported a position in SUSB in Q1 2026 and has held it in 2 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Beacon Investment Advisory Services held 8,829 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $221K as of Q2 2026.
  • Beacon Investment Advisory Services bought 1,000 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $25K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #245 holding.
  • Beacon Investment Advisory Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2026 and has held it in 2 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 Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.