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

Farther Finance 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	$880K	Buy	35,223 +14,226	+68%	+$356K	0.01%	1179
2026 Q1	$524K	Sell	20,997 -515	-2%	-$13K	0.01%	1359
2025 Q4	$543K	Buy	21,512 +13,666	+174%	+$345K	0.01%	1248
2025 Q3	$199K	Buy	7,846 +2,586	+49%	+$65.1K	﹤0.01%	1618
2025 Q2	$132K	Buy	5,260 +1,283	+32%	+$32K	﹤0.01%	1605
2025 Q1	$99.2K	Buy	3,977 +1,559	+64%	+$38.7K	﹤0.01%	1549
2024 Q4	$59.7K	Buy	2,418 +657	+37%	+$16.3K	﹤0.01%	1568
2024 Q3	$44.3K	Buy	1,761 +1,102	+167%	+$27.4K	﹤0.01%	1719
2024 Q2	$16.1K	Sell	659 -70	-10%	-$1.71K	﹤0.01%	1866
2024 Q1	$17.8K	Buy	729 +177	+32%	+$4.33K	﹤0.01%	1530
2023 Q4	$13.5K	Buy	552 +348	+171%	+$8.34K	﹤0.01%	1473
2023 Q3	$4.85K	Hold	204	–	–	﹤0.01%	1529
2023 Q2	$4.88K	Buy	204 +24	+13%	+$576	﹤0.01%	1445
2023 Q1	$4.33K	Sell	180 -18	-9%	-$431	﹤0.01%	1388
2022 Q4	$4.71K	Buy	+198	New	+$4.67K	﹤0.01%	1192

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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

Farther Finance Advisors's SUSB Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 68% in Q2 2026, buying an estimated $356K and bringing the position to 35,223 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #1179.

Farther Finance Advisors first reported a position in SUSB in Q4 2022 and has held it in 15 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Farther Finance Advisors held 35,223 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $880K as of Q2 2026.
Farther Finance Advisors bought 14,226 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $356K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1179 holding.
Farther Finance Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 15 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 Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.