CA
SUSB icon

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

Continuum Advisory’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 		$618K Buy
24,715
+3,861
+19% +$96.5K 0.05% 262
2026
Q1 		$523K Buy
20,854
+143
+0.7% +$3.6K 0.05% 275
2025
Q4 		$523K Buy
20,711
+4,444
+27% +$112K 0.05% 271
2025
Q3 		$412K Buy
16,267
+1,846
+13% +$46.5K 0.04% 305
2025
Q2 		$363K Sell
14,421
-788
-5% -$19.6K 0.04% 310
2025
Q1 		$380K Sell
15,209
-1,077
-7% -$26.7K 0.05% 277
2024
Q4 		$402K Buy
16,286
+377
+2% +$9.37K 0.05% 274
2024
Q3 		$393K Buy
15,909
+746
+5% +$18.6K 0.05% 281
2024
Q2 		$371K Buy
15,163
+49
+0.3% +$1.19K 0.05% 268
2024
Q1 		$368K Buy
15,114
+3,480
+30% +$85K 0.06% 264
2023
Q4 		$285K Buy
+11,634
New +$279K 0.04% 379

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

Continuum Advisory's SUSB Position: Q2 2026 in Review

Continuum Advisory increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 19% in Q2 2026, buying an estimated $96.5K and bringing the position to 24,715 shares worth $618K. The position accounts for 0.05% of the portfolio, ranked #262.

Continuum Advisory first reported a position in SUSB in Q4 2023 and has held it in 11 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Continuum Advisory held 24,715 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $618K as of Q2 2026.
  • Continuum Advisory bought 3,861 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $96.5K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.05% of Continuum Advisory's portfolio in Q2 2026, its #262 holding.
  • Continuum Advisory first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.