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

Clearstead 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 		$404K Sell
16,154
-102,694
-86% -$2.57M ﹤0.01% 822
2026
Q1 		$2.98M Buy
+118,848
New +$3M 0.03% 299

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

Clearstead Advisors's SUSB Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 86% in Q2 2026, selling an estimated $2.57M and leaving 16,154 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Clearstead Advisors first reported a position in SUSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.98M in Q1 2026. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Clearstead Advisors held 16,154 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $404K as of Q2 2026.
  • Clearstead Advisors sold 102,694 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $2.57M.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #822 holding.
  • Clearstead Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Clearstead Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.98M in Q1 2026.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.