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

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

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.

350 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.
350 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.