Coston McIsaac & Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Coston McIsaac & Partners’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	$4K	Buy	180 +2	+1%	+$50	﹤0.01%	713
2026 Q1	$4K	Buy	178 +1	+0.6%	+$25	﹤0.01%	709
2025 Q4	$4K	Buy	177 +3	+2%	+$76	﹤0.01%	692
2025 Q3	$4K	Buy	174 +2	+1%	+$50	﹤0.01%	660
2025 Q2	$4K	Buy	172 +1	+0.6%	+$25	﹤0.01%	638
2025 Q1	$4K	Buy	171 +2	+1%	+$50	﹤0.01%	622
2024 Q4	$4K	Buy	169 +2	+1%	+$50	﹤0.01%	623
2024 Q3	$4K	Buy	167 +2	+1%	+$50	﹤0.01%	636
2024 Q2	$4K	Buy	165 +1	+0.6%	+$24	﹤0.01%	602
2024 Q1	$4K	Buy	164 +1	+0.6%	+$24	﹤0.01%	597
2023 Q4	$4K	Sell	163 -771	-83%	-$18.5K	﹤0.01%	599
2023 Q3	$22K	Buy	934 +7	+0.8%	+$167	0.01%	365
2023 Q2	$22K	Buy	927 +6	+0.7%	+$144	0.01%	392
2023 Q1	$22K	Buy	921 +4	+0.4%	+$96	0.01%	387
2022 Q4	$21K	Buy	917 +6	+0.7%	+$142	0.01%	399
2022 Q3	$21K	Sell	911 -604	-40%	-$14.5K	0.01%	330
2022 Q2	$37K	Buy	+1,515	New	+$36.8K	0.02%	159

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

Coston McIsaac & Partners's SUSB Position: Q2 2026 in Review

Coston McIsaac & Partners increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.1% in Q2 2026, buying an estimated $50 and bringing the position to 180 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Coston McIsaac & Partners first reported a position in SUSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $37K in Q2 2022. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Coston McIsaac & Partners held 180 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $4K as of Q2 2026.
Coston McIsaac & Partners bought 2 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $50.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #713 holding.
Coston McIsaac & Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $37K in Q2 2022.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.