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

Brio Consultants’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 		$3.82M Buy
152,702
+3,861
+3% +$96.5K 0.45% 43
2026
Q1 		$3.72M Buy
148,841
+22,011
+17% +$555K 0.45% 44
2025
Q4 		$3.2M Buy
126,830
+8,895
+8% +$225K 0.42% 43
2025
Q3 		$2.98M Buy
117,935
+8,408
+8% +$212K 0.41% 42
2025
Q2 		$2.76M Sell
109,527
-5,859
-5% -$146K 0.4% 42
2025
Q1 		$2.88M Buy
115,386
+8,588
+8% +$213K 0.45% 39
2024
Q4 		$2.64M Buy
106,798
+10,592
+11% +$263K 0.41% 40
2024
Q3 		$2.42M Buy
96,206
+7,509
+8% +$187K 0.39% 42
2024
Q2 		$2.17M Buy
88,697
+11,590
+15% +$282K 0.36% 41
2024
Q1 		$1.89M Sell
77,107
-137
-0.2% -$3.35K 0.32% 45
2023
Q4 		$1.89M Buy
77,244
+9,351
+14% +$224K 0.34% 44
2023
Q3 		$1.61M Buy
67,893
+14,513
+27% +$346K 0.3% 47
2023
Q2 		$1.28M Buy
53,380
+3,742
+8% +$89.9K 0.23% 51
2023
Q1 		$1.19M Buy
49,638
+4,088
+9% +$97.8K 0.22% 52
2022
Q4 		$1.08M Buy
45,550
+4,461
+11% +$105K 0.22% 51
2022
Q3 		$957K Buy
+41,089
New +$988K 0.2% 52

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

Brio Consultants's SUSB Position: Q2 2026 in Review

Brio Consultants increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.6% in Q2 2026, buying an estimated $96.5K and bringing the position to 152,702 shares worth $3.82M. The position accounts for 0.45% of the portfolio, ranked #43.

Brio Consultants first reported a position in SUSB in Q3 2022 and has held it in 16 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Brio Consultants held 152,702 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.82M as of Q2 2026.
  • Brio Consultants bought 3,861 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $96.5K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.45% of Brio Consultants's portfolio in Q2 2026, its #43 holding.
  • Brio Consultants first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and has held it in 16 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 Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.