Fidelity Investments’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Fidelity Investments’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	$4.97K	Buy	199 +28	+16%	+$700	﹤0.01%	5013
2026 Q1	$4.29K	Sell	171 -22	-11%	-$555	﹤0.01%	4946
2025 Q4	$4.88K	Buy	193 +29	+18%	+$733	﹤0.01%	4888
2025 Q3	$4.15K	Buy	164 +74	+82%	+$1.86K	﹤0.01%	4826
2025 Q2	$2.26K	Buy	90 +17	+23%	+$424	﹤0.01%	4840
2025 Q1	$1.83K	Sell	73 -41	-36%	-$1.02K	﹤0.01%	4890
2024 Q4	$2.82K	Sell	114 -47	-29%	-$1.17K	﹤0.01%	4756
2024 Q3	$4.05K	Buy	161 +65	+68%	+$1.62K	﹤0.01%	4663
2024 Q2	$2.35K	Buy	96 +95	+9,500%	+$2.31K	﹤0.01%	4700
2024 Q1	$24	Sell	1 -1	-50%	-$24	﹤0.01%	5158
2023 Q4	$52	Hold	2	–	–	﹤0.01%	5010
2023 Q3	$48	Buy	+2	New	+$48	﹤0.01%	4941
2023 Q2	–	Sell	-5	Closed	-$120	–	5589
2023 Q1	$120	Buy	5 +3	+150%	+$72	﹤0.01%	4884
2022 Q4	$48	Buy	2 +1	+100%	+$24	﹤0.01%	4952
2022 Q3	$0	Hold	1	–	–	﹤0.01%	5379
2022 Q2	$0	Hold	1	–	–	﹤0.01%	5460
2022 Q1	$0	Sell	1 -202	-100%	-$5.07K	﹤0.01%	5459
2021 Q4	$5K	Buy	203 +125	+160%	+$3.22K	﹤0.01%	3820
2021 Q3	$2K	Buy	78 +77	+7,700%	+$2K	﹤0.01%	4048
2021 Q2	$0	Hold	1	–	–	﹤0.01%	4844
2021 Q1	$0	Buy	+1	New	+$26	﹤0.01%	4513

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

Fidelity Investments's SUSB Position: Q2 2026 in Review

Fidelity Investments increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 16% in Q2 2026, buying an estimated $700 and bringing the position to 199 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #5013.

Fidelity Investments first reported a position in SUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $5K in Q4 2021. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Fidelity Investments held 199 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $4.97K as of Q2 2026.
Fidelity Investments bought 28 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $700.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5013 holding.
Fidelity Investments first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
Fidelity Investments's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $5K in Q4 2021.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.