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Dynamic Advisor Solutions’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Dynamic Advisor Solutions’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 		$2.52M Buy
101,024
+445
+0.4% +$11.1K 0.07% 276
2026
Q1 		$2.52M Buy
100,579
+2,323
+2% +$58.6K 0.08% 257
2025
Q4 		$2.48M Sell
98,256
-38,143
-28% -$964K 0.08% 257
2025
Q3 		$3.45M Sell
136,399
-3,944
-3% -$99.3K 0.1% 221
2025
Q2 		$3.53M Sell
140,343
-11,504
-8% -$287K 0.11% 213
2025
Q1 		$3.79M Sell
151,847
-72,337
-32% -$1.8M 0.13% 189
2024
Q4 		$5.54M Sell
224,184
-19,406
-8% -$482K 0.24% 100
2024
Q3 		$6.13M Sell
243,590
-6,260
-3% -$156K 0.18% 135
2024
Q2 		$6.12M Sell
249,850
-13,799
-5% -$336K 0.19% 127
2024
Q1 		$6.45M Buy
263,649
+16,994
+7% +$415K 0.22% 119
2023
Q4 		$6.01M Buy
246,655
+22,335
+10% +$535K 0.22% 121
2023
Q3 		$5.33M Buy
224,320
+5,879
+3% +$140K 0.25% 109
2023
Q2 		$5.22M Buy
218,441
+16,537
+8% +$397K 0.27% 107
2023
Q1 		$4.86M Buy
201,904
+6,073
+3% +$145K 0.28% 93
2022
Q4 		$4.65M Buy
195,831
+23,946
+14% +$565K 0.32% 81
2022
Q3 		$4.04M Buy
171,885
+9,137
+6% +$220K 0.31% 78
2022
Q2 		$3.92M Buy
162,748
+6,210
+4% +$151K 0.3% 79
2022
Q1 		$3.86M Buy
156,538
+25,146
+19% +$631K 0.27% 85
2021
Q4 		$3.37M Buy
131,392
+11,343
+9% +$292K 0.24% 99
2021
Q3 		$3.12M Buy
120,049
+17,672
+17% +$460K 0.23% 99
2021
Q2 		$2.67M Buy
102,377
+15,139
+17% +$394K 0.21% 119
2021
Q1 		$2.27M Buy
87,238
+8,789
+11% +$229K 0.21% 117
2020
Q4 		$2.05M Buy
78,449
+10,212
+15% +$267K 0.19% 133
2020
Q3 		$1.78M Buy
68,237
+3,771
+6% +$98.4K 0.2% 132
2020
Q2 		$1.68M Sell
64,466
-6,171
-9% -$158K 0.23% 124
2020
Q1 		$1.76M Buy
70,637
+1,576
+2% +$39.8K 0.32% 90
2019
Q4 		$1.76M Buy
69,061
+2,200
+3% +$56K 0.24% 108
2019
Q3 		$1.7M Buy
66,861
+15,939
+31% +$404K 0.26% 98
2019
Q2 		$1.29M Buy
+50,922
New +$1.28M 0.21% 124

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

Dynamic Advisor Solutions's SUSB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.44% in Q2 2026, buying an estimated $11.1K and bringing the position to 101,024 shares worth $2.52M. The position accounts for 0.07% of the portfolio, ranked #276.

Dynamic Advisor Solutions first reported a position in SUSB in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.45M in Q1 2024. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Dynamic Advisor Solutions held 101,024 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.52M as of Q2 2026.
  • Dynamic Advisor Solutions bought 445 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $11.1K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.07% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #276 holding.
  • Dynamic Advisor Solutions first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Dynamic Advisor Solutions's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $6.45M in Q1 2024.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.