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F.L. Putnam Investment Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

F.L. Putnam Investment Management’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 		$9.57M Buy
382,223
+6,585
+2% +$165K 0.11% 141
2026
Q1 		$9.42M Sell
375,638
-1,738
-0.5% -$43.8K 0.14% 129
2025
Q4 		$9.52M Sell
377,376
-14,166
-4% -$358K 0.14% 124
2025
Q3 		$9.91M Buy
391,542
+20,695
+6% +$521K 0.15% 120
2025
Q2 		$9.33M Sell
370,847
-12,262
-3% -$306K 0.16% 121
2025
Q1 		$9.57M Buy
383,109
+4,525
+1% +$112K 0.18% 115
2024
Q4 		$9.35M Buy
378,584
+1,307
+0.3% +$32.5K 0.17% 116
2024
Q3 		$9.49M Buy
377,277
+3,156
+0.8% +$78.5K 0.17% 118
2024
Q2 		$9.16M Buy
374,121
+36,781
+11% +$896K 0.17% 119
2024
Q1 		$8.26M Sell
337,340
-46,050
-12% -$1.13M 0.18% 112
2023
Q4 		$9.39M Sell
383,390
-8,610
-2% -$206K 0.22% 97
2023
Q3 		$9.32M Buy
392,000
+21,982
+6% +$525K 0.26% 89
2023
Q2 		$8.85M Sell
370,018
-893
-0.2% -$21.4K 0.24% 91
2023
Q1 		$8.92M Buy
370,911
+7,772
+2% +$186K 0.29% 84
2022
Q4 		$8.63M Buy
363,139
+19,786
+6% +$467K 0.31% 79
2022
Q3 		$8.06M Sell
343,353
-3,185
-0.9% -$76.6K 0.31% 77
2022
Q2 		$8.35M Buy
346,538
+17,088
+5% +$415K 0.31% 76
2022
Q1 		$8.11M Buy
329,450
+93,526
+40% +$2.35M 0.26% 78
2021
Q4 		$6.05M Buy
235,924
+33,120
+16% +$853K 0.19% 103
2021
Q3 		$5.27M Buy
202,804
+45,853
+29% +$1.19M 0.18% 108
2021
Q2 		$4.09M Buy
+156,951
New +$4.09M 0.14% 127

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

F.L. Putnam Investment Management's SUSB Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.8% in Q2 2026, buying an estimated $165K and bringing the position to 382,223 shares worth $9.57M. The position accounts for 0.11% of the portfolio, ranked #141.

F.L. Putnam Investment Management first reported a position in SUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.91M in Q3 2025. 218 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • F.L. Putnam Investment Management held 382,223 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $9.57M as of Q2 2026.
  • F.L. Putnam Investment Management bought 6,585 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $165K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.11% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #141 holding.
  • F.L. Putnam Investment Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • F.L. Putnam Investment Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $9.91M in Q3 2025.
  • 218 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.