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

Evergreen Private Wealth’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 		$504K Buy
20,176
+11,579
+135% +$289K 0.19% 54
2026
Q1 		$215K Buy
8,597
+1,809
+27% +$45.6K 0.09% 60
2025
Q4 		$171K Buy
6,788
+168
+3% +$4.24K 0.07% 72
2025
Q3 		$168K Sell
6,620
-406
-6% -$10.2K 0.07% 71
2025
Q2 		$177K Buy
7,026
+516
+8% +$12.9K 0.07% 72
2025
Q1 		$163K Sell
6,510
-26
-0.4% -$645 0.08% 76
2024
Q4 		$161K Sell
6,536
-1,076
-14% -$26.7K 0.08% 77
2024
Q3 		$192K Buy
7,612
+72
+1% +$1.79K 0.09% 68
2024
Q2 		$185K Sell
7,540
-45
-0.6% -$1.1K 0.09% 70
2024
Q1 		$186K Buy
7,585
+495
+7% +$12.1K 0.09% 74
2023
Q4 		$174K Buy
+7,090
New +$170K 0.09% 71

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

Evergreen Private Wealth's SUSB Position: Q2 2026 in Review

Evergreen Private Wealth increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 135% in Q2 2026, buying an estimated $289K and bringing the position to 20,176 shares worth $504K. The position accounts for 0.19% of the portfolio, ranked #54.

Evergreen Private Wealth first reported a position in SUSB in Q4 2023 and has held it in 11 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Evergreen Private Wealth held 20,176 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $504K as of Q2 2026.
  • Evergreen Private Wealth bought 11,579 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $289K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.19% of Evergreen Private Wealth's portfolio in Q2 2026, its #54 holding.
  • Evergreen Private Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 11 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 Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.