Decker Retirement Planning’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Decker Retirement Planning’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	$1.39M	Buy	55,774 +12,264	+28%	+$307K	0.47%	47
2026 Q1	$1.09M	Buy	43,510 +2,061	+5%	+$52K	0.49%	44
2025 Q4	$1.05M	Buy	41,449 +4,662	+13%	+$118K	0.52%	49
2025 Q3	$931K	Sell	36,787 -2,666	-7%	-$67.1K	0.51%	51
2025 Q2	$993K	Buy	39,453 +39,384	+57,078%	+$982K	0.58%	40
2025 Q1	$1.72K	Hold	69	–	–	﹤0.01%	182
2024 Q4	$1.7K	Buy	+69	New	+$1.71K	﹤0.01%	456

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

Decker Retirement Planning's SUSB Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 28% in Q2 2026, buying an estimated $307K and bringing the position to 55,774 shares worth $1.39M. The position accounts for 0.47% of the portfolio, ranked #47.

Decker Retirement Planning first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Decker Retirement Planning held 55,774 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.39M as of Q2 2026.
Decker Retirement Planning bought 12,264 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $307K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.47% of Decker Retirement Planning's portfolio in Q2 2026, its #47 holding.
Decker Retirement Planning first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 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 Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.