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

Focus Partners Wealth’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	$1.69M	Buy	67,715 +3,431	+5%	+$85.8K	﹤0.01%	1414
2026 Q1	$1.61M	Sell	64,284 -55	-0.1%	-$1.39K	﹤0.01%	1412
2025 Q4	$1.62M	Buy	64,339 +6,372	+11%	+$161K	﹤0.01%	1419
2025 Q3	$1.47M	Buy	57,967 +1,929	+3%	+$48.6K	﹤0.01%	1133
2025 Q2	$1.41M	Sell	56,038 -5,292	-9%	-$132K	﹤0.01%	1009
2025 Q1	$1.53M	Buy	61,330 +38	+0.1%	+$943	﹤0.01%	924
2024 Q4	$1.51M	Buy	+61,292	New	+$1.52M	﹤0.01%	925
2024 Q3	–	Sell	-61,008	Closed	-$1.5M	–	1706
2024 Q2	$1.5M	Sell	61,008 -13,508	-18%	-$329K	0.01%	707
2024 Q1	$1.8M	Buy	+74,516	New	+$1.82M	0.01%	502

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

Focus Partners Wealth's SUSB Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 5.3% in Q2 2026, buying an estimated $85.8K and bringing the position to 67,715 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Focus Partners Wealth first reported a position in SUSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q1 2024. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Focus Partners Wealth held 67,715 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.69M as of Q2 2026.
Focus Partners Wealth bought 3,431 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $85.8K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1414 holding.
Focus Partners Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Focus Partners Wealth's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.8M in Q1 2024.
351 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 Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.