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

Financial Gravity Companies’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	$122K	Buy	+4,885	New	+$122K	0.02%	208
2025 Q2	$124K	Buy	+4,916	New	+$123K	0.02%	200
2024 Q4	$121K	Buy	4,885 +93	+2%	+$2.31K	0.03%	182
2024 Q3	$121K	Buy	+4,792	New	+$119K	0.03%	120

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

Financial Gravity Companies's SUSB Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 4,885 shares worth $122K. The stake represents 0.02% of the portfolio and ranks #208 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SUSB as recently as Q2 2025.

Financial Gravity Companies first reported a position in SUSB in Q3 2024 and has held it in 4 quarters since. The position peaked at $124K in Q2 2025. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Financial Gravity Companies held 4,885 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $122K as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #208 holding.
Financial Gravity Companies first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 4 quarters since.
Financial Gravity Companies's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $124K in Q2 2025.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.