Cerity Partners
SUSB icon

Cerity Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Cerity Partners’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 		$554K Buy
22,152
+11,780
+114% +$294K ﹤0.01% 2363
2026
Q1 		$260K Buy
+10,372
New +$261K ﹤0.01% 2712
2025
Q3 		– Sell
-8,013
Closed -$202K – 2864
2025
Q2 		$202K Hold
8,013
– – ﹤0.01% 2354
2025
Q1 		$200K Buy
+8,013
New +$199K ﹤0.01% 2218

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

Cerity Partners's SUSB Position: Q2 2026 in Review

Cerity Partners increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 114% in Q2 2026, buying an estimated $294K and bringing the position to 22,152 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Cerity Partners first reported a position in SUSB in Q1 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Cerity Partners held 22,152 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $554K as of Q2 2026.
  • Cerity Partners bought 11,780 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $294K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2363 holding.
  • Cerity Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and has held it in 4 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 Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.