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Focus Partners Advisor Solutions’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Focus Partners Advisor Solutions’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 		$268K Sell
10,737
-6,172
-37% -$154K ﹤0.01% 1069
2026
Q1 		$424K Buy
16,909
+579
+4% +$14.6K ﹤0.01% 851
2025
Q4 		$412K Sell
16,330
-11,043
-40% -$279K 0.01% 777
2025
Q3 		$690K Buy
27,373
+8,292
+43% +$209K 0.01% 648
2025
Q2 		$480K Buy
19,081
+2,720
+17% +$67.8K 0.01% 687
2025
Q1 		$409K Buy
16,361
+1,622
+11% +$40.3K 0.01% 648
2024
Q4 		$364K Sell
14,739
-1,708
-10% -$42.4K 0.01% 551
2024
Q3 		$414K Buy
16,447
+1,273
+8% +$31.7K 0.01% 489
2024
Q2 		$372K Sell
15,174
-13,228
-47% -$322K 0.01% 442
2024
Q1 		$695K Buy
28,402
+4,708
+20% +$115K 0.02% 296
2023
Q4 		$580K Buy
23,694
+40
+0.2% +$959 0.03% 228
2023
Q3 		$562K Buy
23,654
+3,666
+18% +$87.5K 0.03% 233
2023
Q2 		$478K Sell
19,988
-8,055
-29% -$193K 0.03% 224
2023
Q1 		$675K Buy
28,043
+14
+0% +$335 0.04% 171
2022
Q4 		$666K Buy
28,029
+1,567
+6% +$37K 0.05% 164
2022
Q3 		$622K Sell
26,462
-390
-1% -$9.38K 0.04% 196
2022
Q2 		$647K Buy
26,852
+2,726
+11% +$66.1K 0.05% 158
2022
Q1 		$594K Buy
24,126
+10,549
+78% +$265K 0.06% 153
2021
Q4 		$348K Buy
+13,577
New +$350K 0.07% 88

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

Focus Partners Advisor Solutions's SUSB Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 37% in Q2 2026, selling an estimated $154K and leaving 10,737 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Focus Partners Advisor Solutions first reported a position in SUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $695K in Q1 2024. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Focus Partners Advisor Solutions held 10,737 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $268K as of Q2 2026.
  • Focus Partners Advisor Solutions sold 6,172 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $154K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1069 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Focus Partners Advisor Solutions's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $695K in Q1 2024.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.