Fairview Capital Investment Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Fairview Capital 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	$830K	Hold	33,200	–	–	0.04%	120
2026 Q1	$832K	Hold	33,200	–	–	0.05%	111
2025 Q4	$838K	Buy	33,200 +600	+2%	+$15.2K	0.04%	102
2025 Q3	$825K	Hold	32,600	–	–	0.04%	104
2025 Q2	$821K	Hold	32,600	–	–	0.04%	100
2025 Q1	$815K	Buy	32,600 +100	+0.3%	+$2.48K	0.04%	95
2024 Q4	$803K	Buy	32,500 +700	+2%	+$17.4K	0.04%	97
2024 Q3	$800K	Hold	31,800	–	–	0.04%	95
2024 Q2	$779K	Hold	31,800	–	–	0.04%	94
2024 Q1	$778K	Buy	31,800 +200	+0.6%	+$4.89K	0.04%	99
2023 Q4	$774K	Buy	31,600 +500	+2%	+$12K	0.05%	95
2023 Q3	$739K	Buy	31,100 +25	+0.1%	+$597	0.05%	94
2023 Q2	$743K	Hold	31,075	–	–	0.05%	91
2023 Q1	$748K	Buy	31,075 +600	+2%	+$14.4K	0.05%	92
2022 Q4	$724K	Buy	30,475 +200	+0.7%	+$4.72K	0.05%	93
2022 Q3	$711K	Buy	30,275 +1,325	+5%	+$31.9K	0.05%	83
2022 Q2	$697K	Hold	28,950	–	–	0.05%	88
2022 Q1	$713K	Hold	28,950	–	–	0.04%	85
2021 Q4	$742K	Buy	28,950 +625	+2%	+$16.1K	0.05%	86
2021 Q3	$735K	Hold	28,325	–	–	0.05%	84
2021 Q2	$737K	Buy	28,325 +800	+3%	+$20.8K	0.05%	82
2021 Q1	$714K	Hold	27,525	–	–	0.03%	116
2020 Q4	$720K	Hold	27,525	–	–	0.03%	102
2020 Q3	$718K	Hold	27,525	–	–	0.03%	97
2020 Q2	$715K	Buy	27,525 +2,400	+10%	+$61.5K	0.03%	93
2020 Q1	$626K	Buy	25,125 +1,225	+5%	+$30.9K	0.04%	93
2019 Q4	$607K	Buy	+23,900	New	+$608K	0.03%	99

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fairview Capital Investment Management's SUSB Position: Q2 2026 in Review

Fairview Capital Investment Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 33,200 shares worth $830K. The position accounts for 0.04% of the portfolio, ranked #120.

Fairview Capital Investment Management first reported a position in SUSB in Q4 2019 and has held it in 27 quarters since. The position peaked at $838K in Q4 2025. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Fairview Capital Investment Management held 33,200 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $830K as of Q2 2026.
Fairview Capital Investment Management left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Fairview Capital Investment Management's portfolio in Q2 2026, its #120 holding.
Fairview Capital Investment Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Fairview Capital Investment Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $838K in Q4 2025.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.