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

Destination Wealth Management’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 		$9.34M Buy
373,623
+12,624
+3% +$316K 0.22% 78
2026
Q1 		$9.05M Buy
360,999
+5,690
+2% +$143K 0.24% 80
2025
Q4 		$8.97M Buy
355,309
+10,469
+3% +$264K 0.23% 79
2025
Q3 		$8.73M Buy
344,840
+3,368
+1% +$84.8K 0.24% 79
2025
Q2 		$8.59M Buy
341,472
+7,619
+2% +$190K 0.25% 78
2025
Q1 		$8.34M Sell
333,853
-1,118
-0.3% -$27.8K 0.26% 77
2024
Q4 		$8.27M Buy
334,971
+9,327
+3% +$232K 0.26% 80
2024
Q3 		$8.19M Buy
325,644
+4,744
+1% +$118K 0.25% 81
2024
Q2 		$7.86M Sell
320,900
-10,369
-3% -$253K 0.26% 77
2024
Q1 		$8.11M Buy
331,269
+3,397
+1% +$83K 0.27% 76
2023
Q4 		$8.03M Sell
327,872
-16,366
-5% -$392K 0.28% 76
2023
Q3 		$8.18M Buy
344,238
+8,539
+3% +$204K 0.32% 72
2023
Q2 		$8.03M Sell
335,699
-2,952
-0.9% -$70.9K 0.3% 72
2023
Q1 		$8.15M Buy
338,651
+14,762
+5% +$353K 0.31% 74
2022
Q4 		$7.7M Buy
323,889
+4,005
+1% +$94.5K 0.31% 76
2022
Q3 		$7.51M Buy
319,884
+19,179
+6% +$461K 0.32% 74
2022
Q2 		$7.24M Buy
300,705
+144,288
+92% +$3.5M 0.29% 78
2022
Q1 		$3.85M Buy
+156,417
New +$3.93M 0.14% 93

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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

Destination Wealth Management's SUSB Position: Q2 2026 in Review

Destination Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.5% in Q2 2026, buying an estimated $316K and bringing the position to 373,623 shares worth $9.34M. The position accounts for 0.22% of the portfolio, ranked #78.

Destination Wealth Management first reported a position in SUSB in Q1 2022 and has held it in 18 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Destination Wealth Management held 373,623 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $9.34M as of Q2 2026.
  • Destination Wealth Management bought 12,624 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $316K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.22% of Destination Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Destination Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and has held it in 18 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 Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.