Forvis Mazars Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Forvis Mazars Wealth Advisors’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	$558K	Buy	22,324 +438	+2%	+$10.9K	0.01%	288
2026 Q1	$549K	Hold	21,886	–	–	0.01%	273
2025 Q4	$552K	Hold	21,886	–	–	0.01%	271
2025 Q3	$554K	Hold	21,886	–	–	0.01%	270
2025 Q2	$551K	Hold	21,886	–	–	0.01%	268
2025 Q1	$547K	Hold	21,886	–	–	0.01%	270
2024 Q4	$541K	Hold	21,886	–	–	0.01%	297
2024 Q3	$551K	Sell	21,886 -170	-0.8%	-$4.23K	0.01%	305
2024 Q2	$540K	Sell	22,056 -1,128	-5%	-$27.5K	0.01%	276
2024 Q1	$568K	Sell	23,184 -6,267	-21%	-$153K	0.01%	272
2023 Q4	$721K	Sell	29,451 -1,423	-5%	-$34.1K	0.02%	237
2023 Q3	$734K	Sell	30,874 -3,815	-11%	-$91K	0.02%	227
2023 Q2	$829K	Buy	34,689 +666	+2%	+$16K	0.02%	231
2023 Q1	$819K	Buy	34,023 +17,071	+101%	+$408K	0.03%	218
2022 Q4	$403K	Buy	+16,952	New	+$400K	0.01%	287

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

Forvis Mazars Wealth Advisors's SUSB Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2% in Q2 2026, buying an estimated $10.9K and bringing the position to 22,324 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #288.

Forvis Mazars Wealth Advisors first reported a position in SUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $829K in Q2 2023. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Forvis Mazars Wealth Advisors held 22,324 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $558K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 438 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $10.9K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #288 holding.
Forvis Mazars Wealth Advisors 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.
Forvis Mazars Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $829K in Q2 2023.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.