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

Envestnet Portfolio 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
2025
Q2 		$1.37M Sell
2025
Q1 		$2M Sell
2024
Q4 		$15.1M Buy
2024
Q3 		$12.9M Buy
2024
Q2 		$973K Sell
2024
Q1 		$1.01M Buy
2023
Q4 		$351K Sell
2023
Q3 		$359K Buy