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

CreativeOne 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	$213K	Buy	+8,517	New	+$213K	﹤0.01%	1134
2022 Q2	–	Sell	-8,730	Closed	-$215K	–	802
2022 Q1	$215K	Sell	8,730 -3,542	-29%	-$88.9K	0.01%	688
2021 Q4	$315K	Buy	12,272 +3,000	+32%	+$77.3K	0.02%	583
2021 Q3	$241K	Buy	9,272 +716	+8%	+$18.6K	0.01%	612
2021 Q2	$223K	Buy	+8,556	New	+$223K	0.01%	622

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

CreativeOne Wealth's SUSB Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 8,517 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in SUSB as recently as Q1 2022.

CreativeOne Wealth first reported a position in SUSB in Q2 2021 and has held it in 5 quarters since. The position peaked at $315K in Q4 2021. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

CreativeOne Wealth held 8,517 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $213K as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new CreativeOne Wealth position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1134 holding.
CreativeOne Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and has held it in 5 quarters since.
CreativeOne Wealth's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $315K in Q4 2021.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.