CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

CAPTRUST Financial Advisors’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 		$1.11M Buy
44,278
+1,228
+3% +$30.7K ﹤0.01% 1695
2026
Q1 		$1.08M Buy
43,050
+4,219
+11% +$106K ﹤0.01% 1576
2025
Q4 		$980K Buy
38,831
+384
+1% +$9.7K ﹤0.01% 1519
2025
Q3 		$973K Sell
38,447
-2,911
-7% -$73.3K ﹤0.01% 1443
2025
Q2 		$1.04M Buy
41,358
+30
+0.1% +$748 ﹤0.01% 1333
2025
Q1 		$1.03M Buy
+41,328
New +$1.03M ﹤0.01% 1251
2024
Q4 		– Sell
-8,167
Closed -$205K – 2395
2024
Q3 		$205K Buy
+8,167
New +$203K ﹤0.01% 2116
2024
Q1 		– Sell
-10,333
Closed -$253K – 2612
2023
Q4 		$253K Sell
10,333
-284
-3% -$6.81K ﹤0.01% 2223
2023
Q3 		$252K Sell
10,617
-1,069
-9% -$25.5K ﹤0.01% 2125
2023
Q2 		$279K Sell
11,686
-1,184
-9% -$28.4K ﹤0.01% 2029
2023
Q1 		$310K Sell
12,870
-14,608
-53% -$350K ﹤0.01% 1724
2022
Q4 		$653K Sell
27,478
-19,888
-42% -$469K ﹤0.01% 1191
2022
Q3 		$1.11M Buy
47,366
+2,042
+5% +$49.1K 0.01% 868
2022
Q2 		$1.09M Buy
45,324
+15,851
+54% +$385K 0.01% 790
2022
Q1 		$726K Buy
29,473
+2,475
+9% +$62.1K ﹤0.01% 975
2021
Q4 		$693K Buy
26,998
+4,089
+18% +$105K ﹤0.01% 971
2021
Q3 		$595K Buy
22,909
+2,648
+13% +$68.9K ﹤0.01% 958
2021
Q2 		$528K Buy
20,261
+8,890
+78% +$231K ﹤0.01% 961
2021
Q1 		$295K Buy
+11,371
New +$296K ﹤0.01% 1240

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

CAPTRUST Financial Advisors's SUSB Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.9% in Q2 2026, buying an estimated $30.7K and bringing the position to 44,278 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

CAPTRUST Financial Advisors first reported a position in SUSB in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q3 2022. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • CAPTRUST Financial Advisors held 44,278 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.11M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,228 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $30.7K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1695 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • CAPTRUST Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.11M in Q3 2022.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.