Fort Vancouver Investment Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Fort Vancouver Investment 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	$48.1K	Hold	1,924	–	–	0.02%	38
2026 Q1	$48.2K	Hold	1,924	–	–	0.02%	37
2025 Q4	$48.6K	Buy	1,924 +166	+9%	+$4.19K	0.03%	35
2025 Q3	$44.5K	Hold	1,758	–	–	0.02%	36
2025 Q2	$44.2K	Buy	1,758 +64	+4%	+$1.6K	0.03%	35
2025 Q1	$42.3K	Buy	1,694 +73	+5%	+$1.81K	0.03%	34
2024 Q4	$40K	Buy	1,621 +80	+5%	+$1.99K	0.03%	32
2024 Q3	$38.8K	Buy	1,541 +164	+12%	+$4.08K	0.03%	34
2024 Q2	$33.7K	Buy	+1,377	New	+$33.6K	0.03%	35

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

Fort Vancouver Investment Management's SUSB Position: Q2 2026 in Review

Fort Vancouver Investment Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 1,924 shares worth $48.1K. The position accounts for 0.02% of the portfolio, ranked #38.

Fort Vancouver Investment Management first reported a position in SUSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $48.6K in Q4 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Fort Vancouver Investment Management held 1,924 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $48.1K as of Q2 2026.
Fort Vancouver Investment Management 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 0.02% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #38 holding.
Fort Vancouver Investment Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Fort Vancouver Investment Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $48.6K in Q4 2025.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.