Creative Financial Designs’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Creative Financial Designs’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	$7.25K	Buy	290 +252	+663%	+$6.3K	﹤0.01%	1602
2026 Q1	$952	Sell	38 -10	-21%	-$252	﹤0.01%	1906
2025 Q4	$1.21K	Hold	48	–	–	﹤0.01%	1766
2025 Q3	$1.22K	Sell	48 -1,488	-97%	-$37.5K	﹤0.01%	1781
2025 Q2	$38.7K	Sell	1,536 -142	-8%	-$3.54K	﹤0.01%	946
2025 Q1	$41.9K	Sell	1,678 -39	-2%	-$968	﹤0.01%	877
2024 Q4	$42.4K	Buy	1,717 +1,546	+904%	+$38.4K	﹤0.01%	839
2024 Q3	$4.3K	Buy	171 +142	+490%	+$3.53K	﹤0.01%	1413
2024 Q2	$710	Buy	29 +21	+263%	+$512	﹤0.01%	1566
2024 Q1	$196	Buy	+8	New	+$195	﹤0.01%	1628
2023 Q3	–	Sell	-360	Closed	-$8.61K	–	1549
2023 Q2	$8.61K	Sell	360 -209	-37%	-$5.02K	﹤0.01%	1063
2023 Q1	$13.7K	Sell	569 -51	-8%	-$1.22K	﹤0.01%	894
2022 Q4	$14.7K	Hold	620	–	–	﹤0.01%	827
2022 Q3	$15K	Sell	620 -83	-12%	-$2K	﹤0.01%	805
2022 Q2	$17K	Buy	703 +15	+2%	+$364	﹤0.01%	774
2022 Q1	$17K	Sell	688 -4,259	-86%	-$107K	﹤0.01%	801
2021 Q4	$127K	Sell	4,947 -5,627	-53%	-$145K	0.02%	396
2021 Q3	$275K	Sell	10,574 -8,270	-44%	-$215K	0.05%	258
2021 Q2	$491K	Buy	18,844 +13,239	+236%	+$345K	0.09%	183
2021 Q1	$146K	Buy	5,605 +3,949	+238%	+$103K	0.03%	339
2020 Q4	$43K	Sell	1,656 -592	-26%	-$15.5K	0.01%	546
2020 Q3	$59K	Buy	+2,248	New	+$58.7K	0.01%	431

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 Financial Designs's SUSB Position: Q2 2026 in Review

Creative Financial Designs increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 663% in Q2 2026, buying an estimated $6.3K and bringing the position to 290 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Creative Financial Designs first reported a position in SUSB in Q3 2020 and has held it in 22 quarters since. The position peaked at $491K in Q2 2021. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Creative Financial Designs held 290 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $7.25K as of Q2 2026.
Creative Financial Designs bought 252 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $6.3K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1602 holding.
Creative Financial Designs first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2020 and has held it in 22 quarters since.
Creative Financial Designs's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $491K in Q2 2021.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.