Diversify Advisory Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$370K Buy
+14,930
New +$373K 0.01% 982
2025
Q2
– Sell
-16,564
Closed -$415K – 865
2025
Q1
$415K Sell
16,564
-1,047
-6% -$26K 0.03% 400
2024
Q4
$434K Buy
17,611
+4,001
+29% +$99.4K 0.02% 391
2024
Q3
$339K Buy
13,610
+2,457
+22% +$61.1K 0.02% 473
2024
Q2
$274K Buy
11,153
+2,219
+25% +$54.1K 0.02% 532
2024
Q1
$218K Buy
+8,934
New +$218K 0.01% 594

Other funds holding SUSB

Diversify Advisory Services's SUSB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 14,930 shares worth $370K. The stake represents 0.01% of the portfolio and ranks #982 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SUSB as recently as Q1 2025.

Diversify Advisory Services first reported a position in SUSB in Q1 2024 and has held it in 6 quarters since. The position peaked at $434K in Q4 2024. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Diversify Advisory Services held 14,930 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $370K as of Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #982 holding.
  • Diversify Advisory Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • Diversify Advisory Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $434K in Q4 2024.
  • 353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.