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Clarity Asset Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Clarity Asset 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 		– Sell
-1,079
Closed -$27.1K – 244
2026
Q1 		$27.1K Sell
1,079
-3,965
-79% -$100K 0.01% 184
2025
Q4 		$127K Buy
5,044
+38
+0.8% +$960 0.07% 53
2025
Q3 		$127K Buy
5,006
+55
+1% +$1.39K 0.07% 51
2025
Q2 		$125K Sell
4,951
-68
-1% -$1.7K 0.07% 49
2025
Q1 		$125K Sell
5,019
-23,763
-83% -$590K 0.08% 45
2024
Q4 		$711K Buy
28,782
+3,248
+13% +$80.7K 0.46% 19
2024
Q3 		$642K Buy
25,534
+163
+0.6% +$4.05K 0.45% 20
2024
Q2 		$621K Buy
25,371
+4,239
+20% +$103K 0.44% 19
2024
Q1 		$517K Sell
21,132
-18,301
-46% -$447K 0.36% 22
2023
Q4 		$965K Buy
+39,433
New +$945K 0.76% 16

Other funds holding SUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Clarity Asset Management's SUSB Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026, closing a stake of 1,079 shares — an estimated $27.1K sold.

Clarity Asset Management first reported a position in SUSB in Q4 2023 and held it in 10 quarters. The position peaked at $965K in Q4 2023. 105 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Clarity Asset Management reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 1,079 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $27.1K.
  • Clarity Asset Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $965K in Q4 2023.
  • 105 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.