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

Davis Wealth 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 		$1.12M Buy
+45,001
New +$1.12M 0.87% 33
2025
Q1 		– Sell
-14,205
Closed -$351K – 64
2024
Q4 		$351K Buy
+14,205
New +$353K 0.39% 44

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Davis Wealth Advisors's SUSB Position: Q2 2026 in Review

Davis Wealth Advisors opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 45,001 shares worth $1.12M. The stake represents 0.87% of the portfolio and ranks #33 among its holdings. This is a return to the name: Davis Wealth Advisors previously reported a position in SUSB as recently as Q4 2024.

Davis Wealth Advisors first reported a position in SUSB in Q4 2024 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Davis Wealth Advisors held 45,001 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.12M as of Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Davis Wealth Advisors position in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.87% of Davis Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Davis Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.