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

Fiduciary Trust’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 		$3.94M Buy
157,722
+16,801
+12% +$420K 0.04% 200
2026
Q1 		$3.53M Buy
140,921
+9,058
+7% +$228K 0.04% 208
2025
Q4 		$3.33M Buy
131,863
+19,272
+17% +$487K 0.04% 219
2025
Q3 		$2.85M Buy
112,591
+618
+0.6% +$15.6K 0.03% 234
2025
Q2 		$2.82M Sell
111,973
-6,110
-5% -$152K 0.03% 231
2025
Q1 		$2.95M Sell
118,083
-3,933
-3% -$97.6K 0.04% 224
2024
Q4 		$3.01M Sell
122,016
-12,437
-9% -$309K 0.04% 216
2024
Q3 		$3.38M Sell
134,453
-3,154
-2% -$78.4K 0.05% 205
2024
Q2 		$3.37M Buy
137,607
+3,615
+3% +$88.1K 0.05% 191
2024
Q1 		$3.28M Buy
133,992
+7,130
+6% +$174K 0.05% 198
2023
Q4 		$3.11M Buy
126,862
+2,911
+2% +$69.8K 0.05% 201
2023
Q3 		$2.95M Buy
123,951
+2,816
+2% +$67.2K 0.05% 195
2023
Q2 		$2.9M Buy
121,135
+10,861
+10% +$261K 0.05% 207
2023
Q1 		$2.65M Sell
110,274
-11,513
-9% -$275K 0.05% 208
2022
Q4 		$2.89M Buy
121,787
+5,961
+5% +$141K 0.06% 193
2022
Q3 		$2.72M Buy
115,826
+12,007
+12% +$289K 0.06% 199
2022
Q2 		$2.5M Buy
103,819
+55,696
+116% +$1.35M 0.05% 204
2022
Q1 		$1.19M Buy
48,123
+438
+0.9% +$11K 0.02% 320
2021
Q4 		$1.22M Buy
47,685
+3,726
+8% +$96K 0.02% 318
2021
Q3 		$1.14M Sell
43,959
-994
-2% -$25.9K 0.02% 316
2021
Q2 		$1.17M Buy
44,953
+7,329
+19% +$191K 0.02% 312
2021
Q1 		$977K Sell
37,624
-200
-0.5% -$5.21K 0.02% 333
2020
Q4 		$990K Buy
37,824
+1,950
+5% +$50.9K 0.02% 321
2020
Q3 		$936K Sell
35,874
-1,704
-5% -$44.5K 0.02% 301
2020
Q2 		$977K Buy
37,578
+7,335
+24% +$188K 0.02% 282
2020
Q1 		$754K Buy
30,243
+2,286
+8% +$57.7K 0.02% 290
2019
Q4 		$711K Buy
+27,957
New +$711K 0.02% 333

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

Fiduciary Trust's SUSB Position: Q2 2026 in Review

Fiduciary Trust increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 12% in Q2 2026, buying an estimated $420K and bringing the position to 157,722 shares worth $3.94M. The position accounts for 0.04% of the portfolio, ranked #200.

Fiduciary Trust first reported a position in SUSB in Q4 2019 and has held it in 27 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Fiduciary Trust held 157,722 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.94M as of Q2 2026.
  • Fiduciary Trust bought 16,801 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $420K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Fiduciary Trust's portfolio in Q2 2026, its #200 holding.
  • Fiduciary Trust 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.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.