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Fort Point Capital Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Fort Point Capital Partners’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 		$1.14M Hold
45,519
– – 0.08% 101
2026
Q1 		$1.14M Hold
45,519
– – 0.14% 92
2025
Q4 		$1.15M Hold
45,519
– – 0.13% 95
2025
Q3 		$1.15M Hold
45,519
– – 0.14% 98
2025
Q2 		$1.15M Sell
45,519
-4,404
-9% -$110K 0.08% 138
2025
Q1 		$1.25M Sell
49,923
-342
-0.7% -$8.49K 0.14% 106
2024
Q4 		$1.24M Sell
50,265
-6,183
-11% -$154K 0.14% 110
2024
Q3 		$1.42M Sell
56,448
-4,298
-7% -$107K 0.18% 85
2024
Q2 		$1.49M Hold
60,746
– – 0.19% 88
2024
Q1 		$1.49M Sell
60,746
-382
-0.6% -$9.34K 0.2% 83
2023
Q4 		$1.5M Buy
61,128
+47,316
+343% +$1.13M 0.21% 79
2023
Q3 		$328K Sell
13,812
-7,034
-34% -$168K 0.05% 198
2023
Q2 		$498K Buy
20,846
+5,399
+35% +$130K 0.07% 154
2023
Q1 		$372K Sell
15,447
-248
-2% -$5.93K 0.06% 193
2022
Q4 		$373K Hold
15,695
– – 0.06% 181
2022
Q3 		$369K Hold
15,695
– – 0.06% 180
2022
Q2 		$378K Hold
15,695
– – 0.06% 187
2022
Q1 		$387K Sell
15,695
-2,396
-13% -$60.1K 0.05% 203
2021
Q4 		$464K Buy
+18,091
New +$466K 0.06% 172

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

Fort Point Capital Partners's SUSB Position: Q2 2026 in Review

Fort Point Capital Partners held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 45,519 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #101.

Fort Point Capital Partners first reported a position in SUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.5M in Q4 2023. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Fort Point Capital Partners held 45,519 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.14M as of Q2 2026.
  • Fort Point Capital Partners left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.08% of Fort Point Capital Partners's portfolio in Q2 2026, its #101 holding.
  • Fort Point Capital Partners 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.
  • Fort Point Capital Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.5M in Q4 2023.
  • 352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.