CVA Family Office’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

CVA Family Office’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	$19.5K	Hold	781	–	–	﹤0.01%	824
2026 Q1	$19.6K	Hold	781	–	–	﹤0.01%	802
2025 Q4	$19.7K	Hold	781	–	–	﹤0.01%	699
2025 Q3	$19.8K	Hold	781	–	–	﹤0.01%	697
2025 Q2	$19.7K	Hold	781	–	–	﹤0.01%	691
2025 Q1	$19.5K	Hold	781	–	–	﹤0.01%	683
2024 Q4	$19.3K	Hold	781	–	–	﹤0.01%	684
2024 Q3	$19.6K	Hold	781	–	–	﹤0.01%	658
2024 Q2	$19.1K	Hold	781	–	–	﹤0.01%	644
2024 Q1	$19.1K	Hold	781	–	–	﹤0.01%	648
2023 Q4	$19.1K	Buy	+781	New	+$18.7K	﹤0.01%	633
2023 Q3	–	Sell	-781	Closed	-$18.7K	–	855
2023 Q2	$18.7K	Hold	781	–	–	﹤0.01%	631
2023 Q1	$18.8K	Hold	781	–	–	﹤0.01%	600
2022 Q4	$18.6K	Buy	+781	New	+$18.4K	﹤0.01%	573

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

CVA Family Office's SUSB Position: Q2 2026 in Review

CVA Family Office held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 781 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

CVA Family Office first reported a position in SUSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.8K in Q3 2025. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

CVA Family Office held 781 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $19.5K as of Q2 2026.
CVA Family Office left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #824 holding.
CVA Family Office first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
CVA Family Office's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $19.8K in Q3 2025.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.