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

Brookstone Capital Management’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	$2.55M	Buy	101,925 +9,197	+10%	+$230K	0.03%	456
2026 Q1	$2.32M	Buy	92,728 +2,335	+3%	+$58.9K	0.03%	435
2025 Q4	$2.28M	Buy	90,393 +7,746	+9%	+$196K	0.03%	426
2025 Q3	$2.09M	Buy	82,647 +7,382	+10%	+$186K	0.03%	434
2025 Q2	$1.89M	Sell	75,265 -4,288	-5%	-$107K	0.02%	427
2025 Q1	$1.99M	Sell	79,553 -2,836	-3%	-$70.4K	0.03%	412
2024 Q4	$2.04M	Buy	82,389 +2,350	+3%	+$58.4K	0.03%	377
2024 Q3	$2.01M	Buy	80,039 +2,588	+3%	+$64.4K	0.03%	377
2024 Q2	$1.91M	Buy	77,451 +114	+0.1%	+$2.78K	0.03%	378
2024 Q1	$1.89M	Sell	77,337 -5,148	-6%	-$126K	0.03%	356
2023 Q4	$2.02M	Sell	82,485 -7,938	-9%	-$190K	0.04%	325
2023 Q3	$2.13M	Sell	90,423 -1,114	-1%	-$26.6K	0.05%	298
2023 Q2	$2.18M	Sell	91,537 -566	-0.6%	-$13.6K	0.04%	299
2023 Q1	$2.21M	Sell	92,103 -10,409	-10%	-$249K	0.04%	303
2022 Q4	$2.45M	Sell	102,512 -114,412	-53%	-$2.7M	0.05%	278
2022 Q3	$5.06M	Sell	216,924 -71,706	-25%	-$1.72M	0.12%	164
2022 Q2	$6.96M	Sell	288,630 -38,862	-12%	-$943K	0.15%	144
2022 Q1	$7.99M	Buy	327,492 +10,402	+3%	+$261K	0.16%	132
2021 Q4	$8.1M	Buy	317,090 +31,313	+11%	+$806K	0.14%	132
2021 Q3	$7.4M	Buy	285,777 +18,249	+7%	+$475K	0.13%	140
2021 Q2	$6.96M	Buy	267,528 +60,626	+29%	+$1.58M	0.12%	152
2021 Q1	$5.37M	Buy	206,902 +42,578	+26%	+$1.11M	0.21%	98
2020 Q4	$4.3M	Buy	164,324 +34,856	+27%	+$910K	0.17%	106
2020 Q3	$3.38M	Buy	129,468 +15,769	+14%	+$412K	0.16%	100
2020 Q2	$2.96M	Buy	+113,699	New	+$2.91M	0.18%	82

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

Brookstone Capital Management's SUSB Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 9.9% in Q2 2026, buying an estimated $230K and bringing the position to 101,925 shares worth $2.55M. The position accounts for 0.03% of the portfolio, ranked #456.

Brookstone Capital Management first reported a position in SUSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.1M in Q4 2021. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Brookstone Capital Management held 101,925 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.55M as of Q2 2026.
Brookstone Capital Management bought 9,197 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $230K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Brookstone Capital Management's portfolio in Q2 2026, its #456 holding.
Brookstone Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
Brookstone Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $8.1M in Q4 2021.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.