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

Dorval Corp’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 		$249K Buy
9,982
+3
+0% +$75 0.07% 42
2026
Q1 		$250K Buy
9,979
+905
+10% +$22.8K 0.08% 42
2025
Q4 		$229K Hold
9,074
– – 0.07% 41
2025
Q3 		$230K Hold
9,074
– – 0.08% 40
2025
Q2 		$228K Buy
9,074
+55
+0.6% +$1.37K 0.08% 39
2025
Q1 		$225K Sell
9,019
-180
-2% -$4.47K 0.09% 33
2024
Q4 		$227K Buy
+9,199
New +$229K 0.09% 34

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

Dorval Corp's SUSB Position: Q2 2026 in Review

Dorval Corp increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.03% in Q2 2026, buying an estimated $75 and bringing the position to 9,982 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #42.

Dorval Corp first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q1 2026. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Dorval Corp held 9,982 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $249K as of Q2 2026.
  • Dorval Corp bought 3 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $75.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.07% of Dorval Corp's portfolio in Q2 2026, its #42 holding.
  • Dorval Corp 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.
  • Dorval Corp's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $250K 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 Dorval Corp's 13F filing for Q2 2026, filed 24 Jul 2026.