Cape Investment Advisory’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Cape Investment Advisory’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	$27K	Buy	+1,081	New	+$27K	0.01%	645
2026 Q1	–	Sell	-1,081	Closed	-$27.3K	–	1084
2025 Q4	$27.3K	Hold	1,081	–	–	0.01%	551
2025 Q3	$27.4K	Hold	1,081	–	–	0.03%	287
2025 Q2	$27.2K	Hold	1,081	–	–	0.01%	463
2025 Q1	$27K	Hold	1,081	–	–	0.01%	426
2024 Q4	$26.7K	Hold	1,081	–	–	0.01%	435
2024 Q3	$27.2K	Buy	+1,081	New	+$26.9K	0.01%	406

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

Cape Investment Advisory's SUSB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 1,081 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SUSB as recently as Q4 2025.

Cape Investment Advisory first reported a position in SUSB in Q3 2024 and has held it in 7 quarters since. The position peaked at $27.4K in Q3 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Cape Investment Advisory held 1,081 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $27K as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Cape Investment Advisory position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #645 holding.
Cape Investment Advisory first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Cape Investment Advisory's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $27.4K in Q3 2025.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.