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

Birchbrook’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	$1.09M	Buy	43,642 +1,890	+5%	+$47.2K	0.51%	36
2026 Q1	$1.05M	Buy	41,752 +1,406	+3%	+$35.4K	0.51%	38
2025 Q4	$1.02M	Buy	40,346 +3,469	+9%	+$87.6K	0.51%	38
2025 Q3	$933K	Sell	36,877 -1,611	-4%	-$40.6K	0.48%	38
2025 Q2	$969K	Buy	38,488 +6,793	+21%	+$169K	0.52%	38
2025 Q1	$792K	Buy	31,695 +13,033	+70%	+$324K	0.45%	42
2024 Q4	$461K	Sell	18,662 -855	-4%	-$21.2K	0.26%	47
2024 Q3	$491K	Sell	19,517 -1,966	-9%	-$48.9K	0.27%	48
2024 Q2	$526K	Sell	21,483 -666	-3%	-$16.2K	0.32%	48
2024 Q1	$542K	Buy	22,149 +603	+3%	+$14.7K	0.32%	46
2023 Q4	$527K	Buy	+21,546	New	+$516K	0.35%	48

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

Birchbrook's SUSB Position: Q2 2026 in Review

Birchbrook increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.5% in Q2 2026, buying an estimated $47.2K and bringing the position to 43,642 shares worth $1.09M. The position accounts for 0.51% of the portfolio, ranked #36.

Birchbrook first reported a position in SUSB in Q4 2023 and has held it in 11 quarters since. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Birchbrook held 43,642 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.09M as of Q2 2026.
Birchbrook bought 1,890 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $47.2K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.51% of Birchbrook's portfolio in Q2 2026, its #36 holding.
Birchbrook first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.