D.J. St. Germain’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

D.J. St. Germain’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	$12.2M	Buy	487,159 +15,641	+3%	+$391K	0.44%	67
2026 Q1	$11.8M	Buy	471,518 +33,852	+8%	+$853K	0.47%	64
2025 Q4	$11M	Buy	437,666 +47,877	+12%	+$1.21M	0.43%	66
2025 Q3	$9.87M	Buy	389,789 +28,592	+8%	+$720K	0.39%	70
2025 Q2	$9.09M	Buy	361,197 +15,199	+4%	+$379K	0.39%	69
2025 Q1	$8.65M	Buy	345,998 +45,074	+15%	+$1.12M	0.41%	71
2024 Q4	$7.43M	Buy	300,924 +60,339	+25%	+$1.5M	0.34%	77
2024 Q3	$6.05M	Buy	240,585 +8,590	+4%	+$214K	0.28%	88
2024 Q2	$5.68M	Buy	231,995 +11,195	+5%	+$273K	0.27%	90
2024 Q1	$5.41M	Buy	220,800 +17,636	+9%	+$431K	0.26%	89
2023 Q4	$4.97M	Buy	203,164 +24,234	+14%	+$581K	0.26%	89
2023 Q3	$4.25M	Buy	178,930 +7,326	+4%	+$175K	0.24%	89
2023 Q2	$4.1M	Buy	+171,604	New	+$4.12M	0.22%	93
2022 Q4	$3.08M	Buy	263,439 +140,681	+115%	+$3.32M	1.04%	26
2022 Q3	$2.96M	Hold	122,758	–	–	0.2%	86
2022 Q2	$2.96M	Sell	122,758 -5,846	-5%	-$142K	0.2%	86
2022 Q1	$3.17M	Buy	128,604 +31,281	+32%	+$785K	0.18%	87
2021 Q4	$2.5M	Buy	97,323 +40,421	+71%	+$1.04M	0.14%	100
2021 Q3	$1.48M	Buy	56,902 +26,143	+85%	+$681K	0.09%	105
2021 Q2	$801K	Buy	30,759 +160	+0.5%	+$4.17K	0.05%	130
2021 Q1	$795K	Buy	30,599 +11,601	+61%	+$302K	0.05%	124
2020 Q4	$497K	Buy	18,998 +1,438	+8%	+$37.5K	0.04%	153
2020 Q3	$458K	Buy	+17,560	New	+$458K	0.04%	146

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

D.J. St. Germain's SUSB Position: Q2 2026 in Review

D.J. St. Germain increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.3% in Q2 2026, buying an estimated $391K and bringing the position to 487,159 shares worth $12.2M. The position accounts for 0.44% of the portfolio, ranked #67.

D.J. St. Germain first reported a position in SUSB in Q3 2020 and has held it in 23 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

D.J. St. Germain held 487,159 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $12.2M as of Q2 2026.
D.J. St. Germain bought 15,641 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $391K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.44% of D.J. St. Germain's portfolio in Q2 2026, its #67 holding.
D.J. St. Germain first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2020 and has held it in 23 quarters since.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.