EWA
SUSB icon

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

EverSource 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 		$511K Buy
+20,446
New +$511K 0.02% 560
2025
Q1 		– Sell
-6,995
Closed -$173K – 4170
2024
Q4 		$173K Buy
6,995
+436
+7% +$10.8K 0.01% 706
2024
Q3 		$165K Buy
+6,559
New +$163K 0.01% 620

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

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

EverSource Wealth Advisors opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 20,446 shares worth $511K. The stake represents 0.02% of the portfolio and ranks #560 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in SUSB as recently as Q4 2024.

EverSource Wealth Advisors first reported a position in SUSB in Q3 2024 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • EverSource Wealth Advisors held 20,446 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $511K as of Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #560 holding.
  • EverSource Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.