DT Investment Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

DT Investment Partners’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	$15K	Buy	600 +8	+1%	+$200	﹤0.01%	348
2026 Q1	$14.8K	Hold	592	–	–	﹤0.01%	352
2025 Q4	$14.9K	Sell	592 -518	-47%	-$13.1K	﹤0.01%	373
2025 Q3	$28.1K	Buy	1,110 +200	+22%	+$5.04K	﹤0.01%	294
2025 Q2	$22.9K	Buy	910 +91	+11%	+$2.27K	﹤0.01%	303
2025 Q1	$20.5K	Buy	819 +51	+7%	+$1.27K	﹤0.01%	322
2024 Q4	$19K	Hold	768	–	–	﹤0.01%	329
2024 Q3	$19.3K	Hold	768	–	–	﹤0.01%	359
2024 Q2	$18.8K	Hold	768	–	–	﹤0.01%	320
2024 Q1	$18.8K	Buy	768 +212	+38%	+$5.18K	﹤0.01%	294
2023 Q4	$13.6K	Sell	556 -26	-4%	-$623	﹤0.01%	313
2023 Q3	$13.8K	Hold	582	–	–	﹤0.01%	285
2023 Q2	$13.9K	Hold	582	–	–	﹤0.01%	295
2023 Q1	$14K	Buy	582 +148	+34%	+$3.54K	﹤0.01%	288
2022 Q4	$10.3K	Buy	434 +145	+50%	+$3.42K	﹤0.01%	326
2022 Q3	$7K	Buy	+289	New	+$6.95K	﹤0.01%	345

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

DT Investment Partners's SUSB Position: Q2 2026 in Review

DT Investment Partners increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.4% in Q2 2026, buying an estimated $200 and bringing the position to 600 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

DT Investment Partners first reported a position in SUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $28.1K in Q3 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

DT Investment Partners held 600 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $15K as of Q2 2026.
DT Investment Partners bought 8 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $200.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #348 holding.
DT Investment Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
DT Investment Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $28.1K in Q3 2025.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.