Cresset Asset Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Cresset Asset Management’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	$994K	Buy	39,778 +4,905	+14%	+$123K	﹤0.01%	915
2026 Q1	$874K	Hold	34,873	–	–	﹤0.01%	837
2025 Q4	$880K	Buy	34,873 +10,202	+41%	+$258K	﹤0.01%	835
2025 Q3	$624K	Hold	24,671	–	–	﹤0.01%	929
2025 Q2	$621K	Sell	24,671 -16,071	-39%	-$401K	﹤0.01%	837
2025 Q1	$1.02M	Buy	40,742 +4,546	+13%	+$113K	0.01%	770
2024 Q4	$894K	Buy	+36,196	New	+$899K	﹤0.01%	834

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

Cresset Asset Management's SUSB Position: Q2 2026 in Review

Cresset Asset Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 14% in Q2 2026, buying an estimated $123K and bringing the position to 39,778 shares worth $994K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Cresset Asset Management first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Cresset Asset Management held 39,778 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $994K as of Q2 2026.
Cresset Asset Management bought 4,905 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $123K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #915 holding.
Cresset Asset Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cresset Asset Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.02M in Q1 2025.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.