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

Brinker Capital Investments’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	$845K	Buy	+33,818	New	+$845K	0.01%	1242
2025 Q3	–	Sell	-8,105	Closed	-$204K	–	2121
2025 Q2	$204K	Sell	8,105 -260	-3%	-$6.48K	﹤0.01%	1891
2025 Q1	$209K	Sell	8,365 -5,774	-41%	-$143K	﹤0.01%	1788
2024 Q4	$349K	Buy	14,139 +1,239	+10%	+$30.8K	﹤0.01%	1481
2024 Q3	$325K	Buy	+12,900	New	+$321K	﹤0.01%	1500
2024 Q1	–	Sell	-24,045	Closed	-$587K	–	1752
2023 Q4	$587K	Buy	24,045 +4,257	+22%	+$102K	0.01%	1148
2023 Q3	$470K	Buy	19,788 +9,278	+88%	+$221K	0.01%	1222
2023 Q2	$251K	Buy	+10,510	New	+$252K	﹤0.01%	1474

Other funds holding SUSB

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

Brinker Capital Investments's SUSB Position: Q2 2026 in Review

Brinker Capital Investments opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 33,818 shares worth $845K. The stake represents 0.01% of the portfolio and ranks #1242 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in SUSB as recently as Q2 2025.

Brinker Capital Investments first reported a position in SUSB in Q2 2023 and has held it in 8 quarters since. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Brinker Capital Investments held 33,818 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $845K as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Brinker Capital Investments position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1242 holding.
Brinker Capital Investments first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2023 and has held it in 8 quarters since.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.