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

Congress 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
2025
Q2 		$402K Buy
15,982
+2
+0% +$50 ﹤0.01% 991
2025
Q1 		$399K Buy
+15,980
New +$397K ﹤0.01% 875

Other funds holding SUSB

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Congress Wealth Management's SUSB Position: Q2 2025 in Review

Congress Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.01% in Q2 2025, buying an estimated $50 and bringing the position to 15,982 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Congress Wealth Management first reported a position in SUSB in Q1 2025 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold SUSB as of Q2 2025.

  • Congress Wealth Management held 15,982 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $402K as of Q2 2025.
  • Congress Wealth Management bought 2 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2025, an estimated $50.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #991 holding.
  • Congress Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.