Diversified Enterprises’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Diversified Enterprises’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	$633K	Sell	25,334 -6	-0%	-$150	0.03%	215
2026 Q1	$635K	Buy	25,340 +2,003	+9%	+$50.5K	0.03%	209
2025 Q4	$589K	Buy	23,337 +436	+2%	+$11K	0.04%	195
2025 Q3	$580K	Sell	22,901 -58	-0.3%	-$1.46K	0.04%	145
2025 Q2	$578K	Buy	22,959 +6,298	+38%	+$157K	0.04%	149
2025 Q1	$416K	Sell	16,661 -3,189	-16%	-$79.2K	0.04%	178
2024 Q4	$490K	Buy	19,850 +4,689	+31%	+$116K	0.05%	131
2024 Q3	$381K	Buy	+15,161	New	+$377K	0.04%	145

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

Diversified Enterprises's SUSB Position: Q2 2026 in Review

Diversified Enterprises reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.02% in Q2 2026, selling an estimated $150 and leaving 25,334 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #215.

Diversified Enterprises first reported a position in SUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $635K in Q1 2026. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Diversified Enterprises held 25,334 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $633K as of Q2 2026.
Diversified Enterprises sold 6 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $150.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Diversified Enterprises's portfolio in Q2 2026, its #215 holding.
Diversified Enterprises first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $635K in Q1 2026.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.