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

Buck Wealth Strategies’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 		$18.9K Buy
+758
New +$18.9K ﹤0.01% 483

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return

Buck Wealth Strategies's SUSB Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 758 shares worth $18.9K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings.

235 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Buck Wealth Strategies held 758 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $18.9K as of Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #483 holding.
  • 235 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.