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

Colorado Capital 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	$6.7M	Buy	267,908 +10,697	+4%	+$267K	2.28%	14
2026 Q1	$6.45M	Buy	257,211 +12,376	+5%	+$312K	2.4%	12
2025 Q4	$6.18M	Buy	244,835 +32,488	+15%	+$821K	2.32%	13
2025 Q3	$5.38M	Buy	212,347 +8,859	+4%	+$223K	2.08%	16
2025 Q2	$5.12M	Buy	203,488 +13,885	+7%	+$346K	2.19%	14
2025 Q1	$4.74M	Buy	189,603 +27,109	+17%	+$673K	2.21%	16
2024 Q4	$4.01M	Buy	162,494 +22,450	+16%	+$558K	1.94%	16
2024 Q3	$3.52M	Buy	140,044 +2,738	+2%	+$68.1K	1.74%	21
2024 Q2	$3.36M	Buy	137,306 +15,436	+13%	+$376K	1.88%	20
2024 Q1	$2.98M	Buy	121,870 +32,778	+37%	+$801K	1.73%	22
2023 Q4	$2.18M	Buy	89,092 +58,604	+192%	+$1.4M	1.43%	27
2023 Q3	$725K	Buy	+30,488	New	+$728K	0.55%	41

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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

Colorado Capital Management's SUSB Position: Q2 2026 in Review

Colorado Capital Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.2% in Q2 2026, buying an estimated $267K and bringing the position to 267,908 shares worth $6.7M. The position accounts for 2.28% of the portfolio, ranked #14.

Colorado Capital Management first reported a position in SUSB in Q3 2023 and has held it in 12 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Colorado Capital Management held 267,908 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $6.7M as of Q2 2026.
Colorado Capital Management bought 10,697 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $267K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 2.28% of Colorado Capital Management's portfolio in Q2 2026, its #14 holding.
Colorado Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2023 and has held it in 12 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 Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.