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Beacon Pointe Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Beacon Pointe Advisors’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 		$588K Buy
23,524
+6,750
+40% +$169K ﹤0.01% 1262
2026
Q1 		$420K Buy
16,774
+6,114
+57% +$154K ﹤0.01% 1372
2025
Q4 		$269K Buy
+10,660
New +$269K ﹤0.01% 1318
2024
Q1 		– Sell
-12,220
Closed -$299K – 1409
2023
Q4 		$299K Sell
12,220
-235
-2% -$5.63K ﹤0.01% 1082
2023
Q3 		$296K Buy
12,455
+2,831
+29% +$67.6K ﹤0.01% 1074
2023
Q2 		$230K Sell
9,624
-4,674
-33% -$112K ﹤0.01% 972
2023
Q1 		$344K Sell
14,298
-1,975
-12% -$47.3K 0.01% 885
2022
Q4 		$387K Sell
16,273
-5,825
-26% -$137K 0.01% 777
2022
Q3 		$518K Sell
22,098
-1,189
-5% -$28.6K 0.01% 625
2022
Q2 		$560K Sell
23,287
-454
-2% -$11K 0.01% 611
2022
Q1 		$585K Buy
23,741
+1,874
+9% +$47K 0.01% 764
2021
Q4 		$561K Buy
21,867
+56
+0.3% +$1.44K 0.01% 535
2021
Q3 		$567K Buy
21,811
+10,861
+99% +$283K 0.01% 516
2021
Q2 		$285K Sell
10,950
-110
-1% -$2.86K 0.01% 673
2021
Q1 		$285K Buy
11,060
+3
+0% +$78 0.02% 394
2020
Q4 		$288K Sell
11,057
-108
-1% -$2.82K 0.02% 373
2020
Q3 		$291K Sell
11,165
-1,338
-11% -$34.9K 0.03% 302
2020
Q2 		$324K Sell
12,503
-148
-1% -$3.79K 0.03% 290
2020
Q1 		$316K Sell
12,651
-120
-0.9% -$3.03K 0.05% 230
2019
Q4 		$324K Buy
12,771
+231
+2% +$5.88K 0.1% 163
2019
Q3 		$318K Sell
12,540
-4,242
-25% -$108K 0.14% 132
2019
Q2 		$425K Buy
16,782
+4,194
+33% +$105K 0.16% 132
2019
Q1 		$314K Hold
12,588
– – 0.12% 144
2018
Q4 		$308K Buy
+12,588
New +$307K 0.19% 120

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 Pointe Advisors's SUSB Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 40% in Q2 2026, buying an estimated $169K and bringing the position to 23,524 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Beacon Pointe Advisors first reported a position in SUSB in Q4 2018 and has held it in 24 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Beacon Pointe Advisors held 23,524 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $588K as of Q2 2026.
  • Beacon Pointe Advisors bought 6,750 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $169K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1262 holding.
  • Beacon Pointe Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2018 and has held it in 24 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.