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

Cadia Private Client’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	$242K	Buy	9,693 +107	+1%	+$2.67K	0.17%	70
2026 Q1	$240K	Buy	9,586 +70	+0.7%	+$1.76K	0.2%	67
2025 Q4	$240K	Buy	+9,516	New	+$240K	0.19%	60

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

Cadia Private Client's SUSB Position: Q2 2026 in Review

Cadia Private Client increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.1% in Q2 2026, buying an estimated $2.67K and bringing the position to 9,693 shares worth $242K. The position accounts for 0.17% of the portfolio, ranked #70.

Cadia Private Client first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Cadia Private Client held 9,693 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $242K as of Q2 2026.
Cadia Private Client bought 107 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $2.67K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.17% of Cadia Private Client's portfolio in Q2 2026, its #70 holding.
Cadia Private Client first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.