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

Flagstone Financial Management’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	$2.25M	Buy	89,945 +3,739	+4%	+$93.5K	0.5%	20
2026 Q1	$2.16M	Sell	86,206 -636	-0.7%	-$16K	0.54%	19
2025 Q4	$2.19M	Buy	86,842 +3,851	+5%	+$97.3K	0.56%	20
2025 Q3	$2.1M	Buy	82,991 +1,398	+2%	+$35.2K	0.55%	19
2025 Q2	$2.05M	Buy	81,593 +2,063	+3%	+$51.4K	0.59%	18
2025 Q1	$1.99M	Sell	79,530 -6,350	-7%	-$158K	0.64%	18
2024 Q4	$2.12M	Buy	85,880 +8,329	+11%	+$207K	0.7%	18
2024 Q3	$1.95M	Buy	77,551 +3,140	+4%	+$78.1K	0.65%	18
2024 Q2	$1.82M	Sell	74,411 -5,291	-7%	-$129K	0.68%	17
2024 Q1	$1.95M	Sell	79,702 -4,760	-6%	-$116K	0.75%	18
2023 Q4	$2.07M	Sell	84,462 -3,598	-4%	-$86.2K	0.85%	15
2023 Q3	$2.09M	Buy	88,060 +22,587	+34%	+$539K	0.96%	15
2023 Q2	$1.57M	Buy	65,473 +604	+0.9%	+$14.5K	0.74%	16
2023 Q1	$1.56M	Buy	64,869 +524	+0.8%	+$12.5K	0.78%	16
2022 Q4	$1.53M	Buy	+64,345	New	+$1.52M	0.93%	15

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

Flagstone Financial Management's SUSB Position: Q2 2026 in Review

Flagstone Financial Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.3% in Q2 2026, buying an estimated $93.5K and bringing the position to 89,945 shares worth $2.25M. The position accounts for 0.5% of the portfolio, ranked #20.

Flagstone Financial Management first reported a position in SUSB in Q4 2022 and has held it in 15 quarters since. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Flagstone Financial Management held 89,945 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.25M as of Q2 2026.
Flagstone Financial Management bought 3,739 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $93.5K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.5% of Flagstone Financial Management's portfolio in Q2 2026, its #20 holding.
Flagstone Financial Management 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.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.