Creative Capital Management Investments’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Creative Capital Management Investments’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	$210K	Buy	8,420 +5,429	+182%	+$136K	0.05%	84
2026 Q1	$75K	Hold	2,991	–	–	0.02%	100
2025 Q4	$75.5K	Hold	2,991	–	–	0.02%	97
2025 Q3	$75.7K	Hold	2,991	–	–	0.02%	98
2025 Q2	$75.3K	Sell	2,991 -12,175	-80%	-$304K	0.03%	93
2025 Q1	$379K	Hold	15,166	–	–	0.15%	33
2024 Q4	$375K	Hold	15,166	–	–	0.16%	31
2024 Q3	$382K	Buy	15,166 +2,991	+25%	+$74.4K	0.16%	30
2024 Q2	$298K	Hold	12,175	–	–	0.14%	29
2024 Q1	$298K	Hold	12,175	–	–	0.15%	30
2023 Q4	$298K	Buy	12,175 +338	+3%	+$8.1K	0.17%	29
2023 Q3	$281K	Hold	11,837	–	–	0.19%	29
2023 Q2	$283K	Hold	11,837	–	–	0.2%	31
2023 Q1	$285K	Hold	11,837	–	–	0.21%	35
2022 Q4	$281K	Buy	+11,837	New	+$279K	0.25%	27

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

Creative Capital Management Investments's SUSB Position: Q2 2026 in Review

Creative Capital Management Investments increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 182% in Q2 2026, buying an estimated $136K and bringing the position to 8,420 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #84.

Creative Capital Management Investments first reported a position in SUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $382K in Q3 2024. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Creative Capital Management Investments held 8,420 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $210K as of Q2 2026.
Creative Capital Management Investments bought 5,429 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $136K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.05% of Creative Capital Management Investments's portfolio in Q2 2026, its #84 holding.
Creative Capital Management Investments 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.
Creative Capital Management Investments's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $382K in Q3 2024.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.