Envestnet Asset Management
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Envestnet Asset Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Envestnet Asset Management’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 		$94M Buy
3,761,155
+3,233,419
+613% +$80.8M 0.02% 587
2026
Q1 		$13.2M Sell
527,736
-68,170
-11% -$1.72M ﹤0.01% 1628
2025
Q4 		$15M Sell
595,906
-80,607
-12% -$2.04M ﹤0.01% 1403
2025
Q3 		$17.1M Sell
676,513
-9,294
-1% -$234K ﹤0.01% 1385
2025
Q2 		$17.3M Sell
685,807
-71,427
-9% -$1.78M 0.01% 1348
2025
Q1 		$18.9M Sell
757,234
-1,483,470
-66% -$36.8M 0.01% 1240
2024
Q4 		$55.3M Buy
2,240,704
+355,832
+19% +$8.84M 0.02% 664
2024
Q3 		$47.4M Buy
1,884,872
+1,318,409
+233% +$32.8M 0.02% 745
2024
Q2 		$13.9M Buy
566,463
+28,550
+5% +$696K ﹤0.01% 1348
2024
Q1 		$13.2M Sell
537,913
-71,465
-12% -$1.75M ﹤0.01% 1353
2023
Q4 		$14.9M Sell
609,378
-13,013
-2% -$312K 0.01% 1196
2023
Q3 		$14.8M Sell
622,391
-125,944
-17% -$3.01M 0.01% 1141
2023
Q2 		$17.9M Sell
748,335
-153,439
-17% -$3.69M 0.01% 983
2023
Q1 		$21.7M Sell
901,774
-1,066,185
-54% -$25.5M 0.01% 841
2022
Q4 		$46.8M Buy
1,967,959
+807,772
+70% +$19.1M 0.02% 500
2022
Q3 		$27.3M Sell
1,160,187
-174,136
-13% -$4.19M 0.02% 637
2022
Q2 		$32.1M Sell
1,334,323
-446,867
-25% -$10.8M 0.02% 580
2022
Q1 		$43.9M Sell
1,781,190
-1,558,310
-47% -$39.1M 0.02% 522
2021
Q4 		$85.7M Sell
3,339,500
-1,361,473
-29% -$35.1M 0.04% 350
2021
Q3 		$122M Sell
4,700,973
-2,283,163
-33% -$59.4M 0.07% 248
2021
Q2 		$182M Buy
6,984,136
+4,163,631
+148% +$108M 0.1% 177
2021
Q1 		$73.3M Buy
2,820,505
+1,160,103
+70% +$30.2M 0.05% 313
2020
Q4 		$43.5M Sell
1,660,402
-97,064
-6% -$2.53M 0.03% 385
2020
Q3 		$45.9M Buy
1,757,466
+1,911
+0.1% +$49.9K 0.04% 327
2020
Q2 		$45.7M Buy
1,755,555
+210,748
+14% +$5.4M 0.04% 305
2020
Q1 		$38.5M Buy
1,544,807
+1,360,493
+738% +$34.4M 0.05% 284
2019
Q4 		$4.69M Buy
184,314
+15,838
+9% +$403K ﹤0.01% 1161
2019
Q3 		$4.29M Buy
168,476
+22,980
+16% +$583K ﹤0.01% 1141
2019
Q2 		$3.69M Buy
145,496
+24,632
+20% +$617K ﹤0.01% 1217
2019
Q1 		$3.02M Buy
120,864
+101,526
+525% +$2.51M ﹤0.01% 1259
2018
Q4 		$473K Buy
+19,338
New +$472K ﹤0.01% 2186

Other funds holding SUSB

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
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management's SUSB Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 613% in Q2 2026, buying an estimated $80.8M and bringing the position to 3,761,155 shares worth $94M. The position accounts for 0.02% of the portfolio, ranked #587.

Envestnet Asset Management first reported a position in SUSB in Q4 2018 and has held it in 31 quarters since. The position peaked at $182M in Q2 2021. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Envestnet Asset Management held 3,761,155 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $94M as of Q2 2026.
  • Envestnet Asset Management bought 3,233,419 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $80.8M.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #587 holding.
  • Envestnet Asset Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Envestnet Asset Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $182M in Q2 2021.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.