Cherry Tree Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Cherry Tree Wealth Management’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	$182K	Hold	7,298	–	–	0.03%	177
2026 Q1	$183K	Buy	7,298 +1,189	+19%	+$30K	0.04%	167
2025 Q4	$154K	Sell	6,109 -4,381	-42%	-$111K	0.03%	184
2025 Q3	$266K	Sell	10,490 -798	-7%	-$20.1K	0.06%	140
2025 Q2	$284K	Sell	11,288 -4	-0%	-$100	0.07%	135
2025 Q1	$282K	Hold	11,292	–	–	0.07%	133
2024 Q4	$279K	Sell	11,292 -1,804	-14%	-$44.8K	0.07%	137
2024 Q3	$329K	Buy	13,096 +687	+6%	+$17.1K	0.08%	129
2024 Q2	$304K	Buy	12,409 +164	+1%	+$4K	0.08%	131
2024 Q1	$300K	Hold	12,245	–	–	0.08%	134
2023 Q4	$300K	Sell	12,245 -69	-0.6%	-$1.65K	0.08%	127
2023 Q3	$293K	Hold	12,314	–	–	0.09%	117
2023 Q2	$294K	Buy	+12,314	New	+$296K	0.09%	121

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Cherry Tree Wealth Management's SUSB Position: Q2 2026 in Review

Cherry Tree Wealth Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 7,298 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #177.

Cherry Tree Wealth Management first reported a position in SUSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $329K in Q3 2024. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Cherry Tree Wealth Management held 7,298 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $182K as of Q2 2026.
Cherry Tree Wealth Management left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #177 holding.
Cherry Tree Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $329K in Q3 2024.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.