EH
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Equitable Holdings’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Equitable Holdings’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 		$3.05M Buy
122,101
+78,555
+180% +$1.96M 0.02% 603
2026
Q1 		$1.1M Sell
43,546
-1,105
-2% -$27.9K 0.01% 942
2025
Q4 		$1.13M Sell
44,651
-992
-2% -$25.1K 0.01% 820
2025
Q3 		$1.16M Sell
45,643
-59
-0.1% -$1.49K 0.01% 795
2025
Q2 		$1.15M Sell
45,702
-4,139
-8% -$103K 0.01% 759
2025
Q1 		$1.25M Sell
49,841
-39,523
-44% -$981K 0.01% 645
2024
Q4 		$2.21M Buy
89,364
+9,648
+12% +$240K 0.02% 466
2024
Q3 		$2.01M Buy
79,716
+22,908
+40% +$570K 0.02% 489
2024
Q2 		$1.39M Buy
56,808
+7,173
+14% +$175K 0.01% 564
2024
Q1 		$1.22M Buy
49,635
+3,449
+7% +$84.3K 0.01% 569
2023
Q4 		$1.13M Buy
46,186
+10,748
+30% +$258K 0.01% 552
2023
Q3 		$842K Buy
35,438
+8,135
+30% +$194K 0.01% 583
2023
Q2 		$653K Buy
27,303
+28
+0.1% +$673 0.01% 621
2023
Q1 		$656K Sell
27,275
-5,375
-16% -$129K 0.01% 576
2022
Q4 		$776K Buy
32,650
+4,193
+15% +$99K 0.01% 504
2022
Q3 		$668K Sell
28,457
-3,860
-12% -$92.8K 0.01% 494
2022
Q2 		$779K Sell
32,317
-3,584
-10% -$86.9K 0.01% 462
2022
Q1 		$884K Sell
35,901
-19,575
-35% -$491K 0.01% 437
2021
Q4 		$1.42M Sell
55,476
-51,458
-48% -$1.33M 0.02% 335
2021
Q3 		$2.78M Buy
106,934
+6,406
+6% +$167K 0.05% 218
2021
Q2 		$2.62M Buy
100,528
+48,752
+94% +$1.27M 0.05% 224
2021
Q1 		$1.34M Buy
51,776
+19,354
+60% +$505K 0.03% 306
2020
Q4 		$849K Sell
32,422
-4,533
-12% -$118K 0.02% 347
2020
Q3 		$965K Buy
36,955
+11,097
+43% +$290K 0.02% 309
2020
Q2 		$673K Buy
25,858
+16,519
+177% +$423K 0.02% 357
2020
Q1 		$233K Buy
+9,339
New +$236K 0.01% 511

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

Equitable Holdings's SUSB Position: Q2 2026 in Review

Equitable Holdings increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 180% in Q2 2026, buying an estimated $1.96M and bringing the position to 122,101 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #603.

Equitable Holdings first reported a position in SUSB in Q1 2020 and has held it in 26 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Equitable Holdings held 122,101 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.05M as of Q2 2026.
  • Equitable Holdings bought 78,555 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $1.96M.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #603 holding.
  • Equitable Holdings first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.