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EP Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

EP Wealth Advisors’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
768,196
+67,280
+10% +$1.68M 0.07% 188
2026
Q1 		$17.6M Buy
700,916
+32,432
+5% +$818K 0.09% 153
2025
Q4 		$16.9M Buy
+668,484
New +$16.9M 0.09% 148
2025
Q2 		$11.8M Buy
469,430
+96,783
+26% +$2.41M 0.08% 170
2025
Q1 		$9.31M Sell
372,647
-603
-0.2% -$15K 0.07% 155
2024
Q4 		$9.22M Buy
373,250
+28,246
+8% +$702K 0.08% 150
2024
Q3 		$8.68M Buy
345,004
+17,486
+5% +$435K 0.07% 163
2024
Q2 		$8.02M Buy
327,518
+1,531
+0.5% +$37.3K 0.09% 136
2024
Q1 		$7.98M Sell
325,987
-41,888
-11% -$1.02M 0.09% 125
2023
Q4 		$9.01M Sell
367,875
-41,778
-10% -$1M 0.11% 113
2023
Q3 		$9.74M Buy
409,653
+408,542
+36,772% +$9.75M 0.15% 101
2023
Q2 		$12.1M Sell
1,111
-14,854
-93% -$357K 0.17% 91
2023
Q1 		$1.4M Sell
15,965
-346,652
-96% -$8.29M 0.02% 264
2022
Q4 		$8.62M Buy
362,617
+33,018
+10% +$779K 0.16% 95
2022
Q3 		$7.74M Buy
329,599
+10,998
+3% +$264K 0.18% 90
2022
Q2 		$7.67M Buy
318,601
+99,221
+45% +$2.41M 0.17% 88
2022
Q1 		$5.4M Buy
219,380
+129,064
+143% +$3.24M 0.12% 103
2021
Q4 		$2.32M Buy
+90,316
New +$2.33M 0.05% 173

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
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

EP Wealth Advisors's SUSB Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 9.6% in Q2 2026, buying an estimated $1.68M and bringing the position to 768,196 shares worth $19.2M. The position accounts for 0.07% of the portfolio, ranked #188.

EP Wealth Advisors first reported a position in SUSB in Q4 2021 and has held it in 18 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • EP Wealth Advisors held 768,196 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $19.2M as of Q2 2026.
  • EP Wealth Advisors bought 67,280 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $1.68M.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • EP Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 18 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.