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

Capital Analysts LLC’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 		$343K Buy
13,725
+9,202
+203% +$230K 0.01% 580
2026
Q1 		$113K Buy
4,523
+1,056
+30% +$26.6K ﹤0.01% 768
2025
Q4 		$87K Sell
3,467
-157
-4% -$3.97K ﹤0.01% 796
2025
Q3 		$92K Buy
3,624
+3,089
+577% +$77.8K ﹤0.01% 752
2025
Q2 		$13K Sell
535
-132
-20% -$3.29K ﹤0.01% 1101
2025
Q1 		$17K Sell
667
-989
-60% -$24.6K ﹤0.01% 1034
2024
Q4 		$40K Buy
1,656
+300
+22% +$7.45K ﹤0.01% 799
2024
Q3 		$34K Buy
+1,356
New +$33.7K ﹤0.01% 805
2023
Q4 		– Sell
-2,299
Closed -$55K – 1210
2023
Q3 		$55K Sell
2,299
-4,473
-66% -$107K ﹤0.01% 591
2023
Q2 		$162K Buy
6,772
+804
+13% +$19.3K 0.01% 397
2023
Q1 		$144K Sell
5,968
-265
-4% -$6.34K 0.01% 415
2022
Q4 		$148K Buy
6,233
+1,384
+29% +$32.7K 0.01% 433
2022
Q3 		$114K Sell
4,849
-103
-2% -$2.48K 0.01% 423
2022
Q2 		$119K Buy
4,952
+8
+0.2% +$194 0.01% 404
2022
Q1 		$122K Buy
4,944
+972
+24% +$24.4K 0.01% 400
2021
Q4 		$102K Sell
3,972
-47
-1% -$1.21K 0.01% 443
2021
Q3 		$104K Sell
4,019
-202
-5% -$5.26K 0.01% 445
2021
Q2 		$110K Buy
4,221
+1,400
+50% +$36.5K 0.01% 435
2021
Q1 		$73K Buy
2,821
+1,700
+152% +$44.3K 0.01% 526
2020
Q4 		$29K Sell
1,121
-190
-14% -$4.96K ﹤0.01% 475
2020
Q3 		$34K Buy
1,311
+64
+5% +$1.67K ﹤0.01% 458
2020
Q2 		$32K Buy
1,247
+7
+0.6% +$179 ﹤0.01% 422
2020
Q1 		$31K Buy
+1,240
New +$31.3K ﹤0.01% 394

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

Capital Analysts LLC's SUSB Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 203% in Q2 2026, buying an estimated $230K and bringing the position to 13,725 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #580.

Capital Analysts LLC first reported a position in SUSB in Q1 2020 and has held it in 23 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Capital Analysts LLC held 13,725 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $343K as of Q2 2026.
  • Capital Analysts LLC bought 9,202 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 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #580 holding.
  • Capital Analysts LLC first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2020 and has held it in 23 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 Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.