Corient Private Wealth
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Corient Private Wealth’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Corient Private Wealth’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 		$3.43M Sell
137,438
-10,147
-7% -$254K ﹤0.01% 1060
2026
Q1 		$3.7M Buy
147,585
+4,726
+3% +$119K 0.01% 960
2025
Q4 		$3.61M Buy
142,859
+12,161
+9% +$307K ﹤0.01% 883
2025
Q3 		$3.31M Sell
130,698
-3,971
-3% -$100K 0.01% 860
2025
Q2 		$3.39M Sell
134,669
-14,264
-10% -$356K ﹤0.01% 832
2025
Q1 		$3.72M Buy
148,933
+33,328
+29% +$827K 0.01% 765
2024
Q4 		$2.86M Sell
115,605
-20,925
-15% -$520K ﹤0.01% 871
2024
Q3 		$3.44M Buy
136,530
+25,300
+23% +$629K 0.01% 873
2024
Q2 		$2.72M Sell
111,230
-8,414
-7% -$205K ﹤0.01% 898
2024
Q1 		$2.93M Buy
119,644
+50,980
+74% +$1.25M 0.01% 857
2023
Q4 		$1.68M Sell
68,664
-2,082
-3% -$49.9K ﹤0.01% 1081
2023
Q3 		$1.68M Sell
70,746
-1,260
-2% -$30.1K ﹤0.01% 982
2023
Q2 		$1.72M Sell
72,006
-15,305
-18% -$368K ﹤0.01% 947
2023
Q1 		$2.1M Buy
87,311
+46,593
+114% +$1.11M 0.01% 826
2022
Q4 		$968K Buy
+40,718
New +$961K ﹤0.01% 926

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

Corient Private Wealth's SUSB Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 6.9% in Q2 2026, selling an estimated $254K and leaving 137,438 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Corient Private Wealth first reported a position in SUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.72M in Q1 2025. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Corient Private Wealth held 137,438 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.43M as of Q2 2026.
  • Corient Private Wealth sold 10,147 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $254K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1060 holding.
  • Corient Private Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.72M in Q1 2025.
  • 352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.