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
2026
Q2 		$19.2M Buy
768,281
+746,283
+3,393% +$18.7M 0.09% 138
2026
Q1 		$551K Sell
21,998
-19,834
-47% -$500K ﹤0.01% 856
2025
Q4 		$1.06M Sell
41,832
-8,282
-17% -$209K ﹤0.01% 737
2025
Q3 		$1.27M Sell
50,114
-4,236
-8% -$107K ﹤0.01% 667
2025
Q2 		$1.37M Sell
54,350
-25,697
-32% -$641K 0.01% 684
2025
Q1 		$2M Sell
80,047
-531,718
-87% -$13.2M 0.01% 584
2024
Q4 		$15.1M Buy
611,765
+99,549
+19% +$2.47M 0.05% 182
2024
Q3 		$12.9M Buy
512,216
+472,470
+1,189% +$11.7M 0.04% 212
2024
Q2 		$973K Sell
39,746
-1,511
-4% -$36.8K ﹤0.01% 871
2024
Q1 		$1.01M Buy
41,257
+26,902
+187% +$657K ﹤0.01% 836
2023
Q4 		$351K Sell
14,355
-740
-5% -$17.7K ﹤0.01% 1210
2023
Q3 		$359K Buy
+15,095
New +$360K ﹤0.01% 1136

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
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 Portfolio Solutions's SUSB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3,393% in Q2 2026, buying an estimated $18.7M and bringing the position to 768,281 shares worth $19.2M. The position accounts for 0.09% of the portfolio, ranked #138.

Envestnet Portfolio Solutions first reported a position in SUSB in Q3 2023 and has held it in 12 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Envestnet Portfolio Solutions held 768,281 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $19.2M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 746,283 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $18.7M.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.09% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #138 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 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 Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.