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

Bigelow Investment 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 		$214K Hold
8,559
– – 0.08% 156
2026
Q1 		$215K Buy
8,559
+267
+3% +$6.73K 0.09% 147
2025
Q4 		$209K Buy
+8,292
New +$209K 0.08% 146
2024
Q4 		– Sell
-10,422
Closed -$262K – 156
2024
Q3 		$262K Sell
10,422
-885
-8% -$22K 0.12% 142
2024
Q2 		$277K Buy
11,307
+330
+3% +$8.04K 0.13% 141
2024
Q1 		$269K Sell
10,977
-115
-1% -$2.81K 0.13% 141
2023
Q4 		$272K Sell
11,092
-935
-8% -$22.4K 0.15% 129
2023
Q3 		$286K Sell
12,027
-5,231
-30% -$125K 0.16% 125
2023
Q2 		$413K Buy
+17,258
New +$415K 0.23% 107
2023
Q1 		– Sell
-17,658
Closed -$423K – 108
2022
Q4 		$420K Sell
17,658
-12,578
-42% -$297K 0.24% 104
2022
Q3 		$710K Sell
30,236
-17,324
-36% -$417K 0.42% 68
2022
Q2 		$1.15M Sell
47,560
-2,093
-4% -$50.8K 0.63% 49
2022
Q1 		$1.22M Buy
49,653
+3,850
+8% +$96.6K 0.57% 51
2021
Q4 		$1.18M Sell
45,803
-642
-1% -$16.5K 0.53% 50
2021
Q3 		$1.21M Buy
46,445
+9,928
+27% +$258K 0.59% 46
2021
Q2 		$951K Hold
36,517
– – 0.46% 60
2021
Q1 		$949K Buy
36,517
+1,234
+3% +$32.2K 0.48% 57
2020
Q4 		$924K Buy
35,283
+920
+3% +$24K 0.49% 56
2020
Q3 		$897K Buy
34,363
+3,408
+11% +$89K 0.53% 51
2020
Q2 		$805K Buy
30,955
+6,240
+25% +$160K 0.52% 52
2020
Q1 		$616K Sell
24,715
-825
-3% -$20.8K 0.46% 59
2019
Q4 		$649K Buy
25,540
+3,600
+16% +$91.6K 0.38% 73
2019
Q3 		$558K Buy
21,940
+11,060
+102% +$281K 0.35% 83
2019
Q2 		$276K Buy
10,880
+550
+5% +$13.8K 0.19% 127
2019
Q1 		$258K Buy
+10,330
New +$255K 0.18% 133

Other funds holding SUSB

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

Bigelow Investment Advisors's SUSB Position: Q2 2026 in Review

Bigelow Investment Advisors held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 8,559 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #156.

Bigelow Investment Advisors first reported a position in SUSB in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.22M in Q1 2022. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Bigelow Investment Advisors held 8,559 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $214K as of Q2 2026.
  • Bigelow Investment Advisors left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.08% of Bigelow Investment Advisors's portfolio in Q2 2026, its #156 holding.
  • Bigelow Investment Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • Bigelow Investment Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.22M in Q1 2022.
  • 353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.