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

Financial Engines 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 		$8.51M Buy
340,383
+12,735
+4% +$318K 0.02% 112
2026
Q1 		$8.21M Sell
327,648
-9,776
-3% -$246K 0.02% 108
2025
Q4 		$8.52M Buy
337,424
+34,897
+12% +$882K 0.02% 114
2025
Q3 		$7.66M Buy
302,527
+21,294
+8% +$536K 0.01% 117
2025
Q2 		$7.08M Sell
281,233
-23,106
-8% -$576K 0.01% 117
2025
Q1 		$7.61M Buy
304,339
+9,414
+3% +$234K 0.02% 105
2024
Q4 		$7.28M Buy
294,925
+102,845
+54% +$2.55M 0.02% 110
2024
Q3 		$4.83M Buy
192,080
+588
+0.3% +$14.6K 0.01% 123
2024
Q2 		$4.69M Buy
191,492
+18,640
+11% +$454K 0.01% 124
2024
Q1 		$4.23M Buy
172,852
+17,281
+11% +$422K 0.01% 121
2023
Q4 		$3.81M Buy
155,571
+27,528
+21% +$660K 0.01% 112
2023
Q3 		$3.04M Buy
128,043
+15,999
+14% +$382K 0.01% 108
2023
Q2 		$2.68M Buy
112,044
+19,291
+21% +$463K 0.01% 118
2023
Q1 		$2.23M Buy
92,753
+39,719
+75% +$950K 0.01% 130
2022
Q4 		$1.26M Buy
53,034
+9,793
+23% +$231K ﹤0.01% 150
2022
Q3 		$1.01M Buy
43,241
+8,798
+26% +$212K ﹤0.01% 157
2022
Q2 		$829K Buy
34,443
+4,611
+15% +$112K ﹤0.01% 170
2022
Q1 		$735K Buy
+29,832
New +$749K ﹤0.01% 179

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

Financial Engines Advisors's SUSB Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.9% in Q2 2026, buying an estimated $318K and bringing the position to 340,383 shares worth $8.51M. The position accounts for 0.02% of the portfolio, ranked #112.

Financial Engines Advisors first reported a position in SUSB in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.52M in Q4 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Financial Engines Advisors held 340,383 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $8.51M as of Q2 2026.
  • Financial Engines Advisors bought 12,735 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $318K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Financial Engines Advisors's portfolio in Q2 2026, its #112 holding.
  • Financial Engines Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Financial Engines Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $8.52M in Q4 2025.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.