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Berger Financial Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Berger Financial Group’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 		$279K Buy
11,155
+113
+1% +$2.82K 0.01% 390
2026
Q1 		$277K Buy
11,042
+413
+4% +$10.4K 0.02% 386
2025
Q4 		$268K Sell
10,629
-2,615
-20% -$66.1K 0.02% 397
2025
Q3 		$335K Buy
13,244
+553
+4% +$13.9K 0.02% 330
2025
Q2 		$319K Buy
12,691
+1,615
+15% +$40.3K 0.02% 325
2025
Q1 		$277K Buy
11,076
+830
+8% +$20.6K 0.02% 344
2024
Q4 		$253K Buy
10,246
+1,443
+16% +$35.8K 0.02% 354
2024
Q3 		$221K Buy
+8,803
New +$219K 0.02% 364
2024
Q2 		– Sell
-11,337
Closed -$278K – 377
2024
Q1 		$278K Sell
11,337
-585
-5% -$14.3K 0.02% 291
2023
Q4 		$292K Sell
11,922
-3,912
-25% -$93.8K 0.03% 233
2023
Q3 		$376K Sell
15,834
-1,574
-9% -$37.6K 0.04% 179
2023
Q2 		$416K Sell
17,408
-416
-2% -$9.99K 0.05% 178
2023
Q1 		$429K Buy
17,824
+512
+3% +$12.3K 0.05% 172
2022
Q4 		$412K Sell
17,312
-89
-0.5% -$2.1K 0.05% 172
2022
Q3 		$409K Sell
17,401
-7,076
-29% -$170K 0.06% 155
2022
Q2 		$590K Buy
24,477
+83
+0.3% +$2.01K 0.09% 122
2022
Q1 		$601K Sell
24,394
-4,334
-15% -$109K 0.08% 133
2021
Q4 		$737K Buy
28,728
+21
+0.1% +$541 0.1% 122
2021
Q3 		$746K Buy
28,707
+2,047
+8% +$53.3K 0.13% 92
2021
Q2 		$694K Sell
26,660
-97
-0.4% -$2.53K 0.13% 94
2021
Q1 		$695K Buy
26,757
+16,769
+168% +$437K 0.15% 90
2020
Q4 		$261K Buy
+9,988
New +$261K 0.05% 174

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

Berger Financial Group's SUSB Position: Q2 2026 in Review

Berger Financial Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1% in Q2 2026, buying an estimated $2.82K and bringing the position to 11,155 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #390.

Berger Financial Group first reported a position in SUSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $746K in Q3 2021. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Berger Financial Group held 11,155 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $279K as of Q2 2026.
  • Berger Financial Group bought 113 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $2.82K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #390 holding.
  • Berger Financial Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $746K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.