Commonwealth Equity Services
SUSB icon

Commonwealth Equity Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Commonwealth Equity Services’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 		$14.5M Buy
580,169
+36,775
+7% +$919K 0.02% 752
2026
Q1 		$13.6M Buy
543,394
+56,847
+12% +$1.43M 0.02% 727
2025
Q4 		$12.3M Buy
486,547
+68,311
+16% +$1.73M 0.02% 791
2025
Q3 		$10.6M Buy
418,236
+18,121
+5% +$456K 0.01% 890
2025
Q2 		$10.1M Sell
400,115
-259,913
-39% -$6.48M 0.01% 899
2025
Q1 		$16.5M Buy
660,028
+25,811
+4% +$641K 0.02% 632
2024
Q4 		$15.7M Buy
634,217
+40,421
+7% +$1M 0.02% 625
2024
Q3 		$14.9M Buy
593,796
+26,654
+5% +$663K 0.02% 639
2024
Q2 		$13.9M Sell
567,142
-13,825
-2% -$337K 0.02% 661
2024
Q1 		$14.2M Buy
580,967
+24,630
+4% +$602K 0.02% 631
2023
Q4 		$13.6M Sell
556,337
-6,935
-1% -$166K 0.02% 595
2023
Q3 		$13.4M Buy
563,272
+39,758
+8% +$949K 0.03% 565
2023
Q2 		$12.5M Sell
523,514
-44,490
-8% -$1.07M 0.03% 594
2023
Q1 		$13.7M Buy
568,004
+5,116
+0.9% +$122K 0.03% 545
2022
Q4 		$13.4M Buy
562,888
+20,934
+4% +$494K 0.03% 515
2022
Q3 		$12.7M Sell
541,954
-17,970
-3% -$432K 0.03% 491
2022
Q2 		$13.5M Sell
559,924
-2,553
-0.5% -$61.9K 0.04% 460
2022
Q1 		$13.9M Buy
562,477
+11,236
+2% +$282K 0.03% 485
2021
Q4 		$14.1M Buy
551,241
+64,919
+13% +$1.67M 0.03% 476
2021
Q3 		$12.6M Buy
486,322
+64,557
+15% +$1.68M 0.03% 486
2021
Q2 		$11M Buy
421,765
+79,150
+23% +$2.06M 0.03% 532
2021
Q1 		$8.9M Buy
342,615
+58,441
+21% +$1.52M 0.03% 554
2020
Q4 		$7.44M Buy
284,174
+25,077
+10% +$655K 0.02% 575
2020
Q3 		$6.76M Buy
259,097
+28,185
+12% +$736K 0.02% 555
2020
Q2 		$6.01M Buy
230,912
+78,776
+52% +$2.02M 0.02% 563
2020
Q1 		$3.79M Buy
152,136
+122,878
+420% +$3.1M 0.02% 630
2019
Q4 		$744K Buy
29,258
+7,802
+36% +$198K ﹤0.01% 1618
2019
Q3 		$546K Buy
21,456
+12,207
+132% +$310K ﹤0.01% 1762
2019
Q2 		$234K Buy
+9,249
New +$232K ﹤0.01% 2391
2019
Q1 		– Sell
-13,804
Closed -$337K – 2781
2018
Q4 		$337K Buy
+13,804
New +$337K ﹤0.01% 1933

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

Commonwealth Equity Services's SUSB Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 6.8% in Q2 2026, buying an estimated $919K and bringing the position to 580,169 shares worth $14.5M. The position accounts for 0.02% of the portfolio, ranked #752.

Commonwealth Equity Services first reported a position in SUSB in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.5M in Q1 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Commonwealth Equity Services held 580,169 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $14.5M as of Q2 2026.
  • Commonwealth Equity Services bought 36,775 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $919K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #752 holding.
  • Commonwealth Equity Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Commonwealth Equity Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $16.5M in Q1 2025.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.