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

CoreCap 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	$7.22K	Hold	289	–	–	﹤0.01%	2183
2026 Q1	$7.24K	Hold	289	–	–	﹤0.01%	2069
2025 Q4	$7.29K	Hold	289	–	–	﹤0.01%	2082
2025 Q3	$7.32K	Hold	289	–	–	﹤0.01%	2069
2025 Q2	$7.27K	Sell	289 -83	-22%	-$2.07K	﹤0.01%	1996
2025 Q1	$9.3K	Hold	372	–	–	﹤0.01%	1847
2024 Q4	$9.19K	Buy	372 +235	+172%	+$5.84K	﹤0.01%	1805
2024 Q3	$3.45K	Buy	+137	New	+$3.41K	﹤0.01%	2064
2022 Q1	–	Sell	-365	Closed	-$9K	–	1896
2021 Q4	$9K	Buy	+365	New	+$9.4K	﹤0.01%	1597

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

CoreCap Advisors's SUSB Position: Q2 2026 in Review

CoreCap Advisors held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 289 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

CoreCap Advisors first reported a position in SUSB in Q4 2021 and has held it in 9 quarters since. The position peaked at $9.3K in Q1 2025. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

CoreCap Advisors held 289 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $7.22K as of Q2 2026.
CoreCap Advisors left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2183 holding.
CoreCap Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 9 quarters since.
CoreCap Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $9.3K in Q1 2025.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.