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

CWC Advisors’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	$206K	Buy	8,251 +2	+0%	+$50	0.09%	149
2026 Q1	$207K	Buy	8,249 +2	+0%	+$50	0.1%	146
2025 Q4	$208K	Buy	8,247 +60	+0.7%	+$1.52K	0.1%	147
2025 Q3	$207K	Sell	8,187 -51	-0.6%	-$1.28K	0.1%	143
2025 Q2	$207K	Sell	8,238 -8	-0.1%	-$199	0.11%	140
2025 Q1	$206K	Buy	8,246 +45	+0.5%	+$1.12K	0.12%	132
2024 Q4	$203K	Buy	8,201 +126	+2%	+$3.13K	0.2%	115
2024 Q3	$203K	Buy	+8,075	New	+$201K	0.2%	116

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

CWC Advisors's SUSB Position: Q2 2026 in Review

CWC Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.02% in Q2 2026, buying an estimated $50 and bringing the position to 8,251 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #149.

CWC Advisors first reported a position in SUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $208K in Q4 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

CWC Advisors held 8,251 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $206K as of Q2 2026.
CWC Advisors bought 2 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $50.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.09% of CWC Advisors's portfolio in Q2 2026, its #149 holding.
CWC Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $208K in Q4 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 CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.