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

Gen-Wealth 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	$57.4K	Buy	2,296 +2,218	+2,844%	+$55.4K	0.02%	383
2026 Q1	$1.96K	Sell	78 -99	-56%	-$2.5K	﹤0.01%	646
2025 Q4	$4.47K	Sell	177 -112	-39%	-$2.83K	﹤0.01%	573
2025 Q3	$7.32K	Hold	289	–	–	﹤0.01%	538
2025 Q2	$7.27K	Sell	289 -66	-19%	-$1.65K	﹤0.01%	481
2025 Q1	$8.87K	Buy	+355	New	+$8.81K	﹤0.01%	456

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

Gen-Wealth Partners's SUSB Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2,844% in Q2 2026, buying an estimated $55.4K and bringing the position to 2,296 shares worth $57.4K. The position accounts for 0.02% of the portfolio, ranked #383.

Gen-Wealth Partners first reported a position in SUSB in Q1 2025 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Gen-Wealth Partners held 2,296 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $57.4K as of Q2 2026.
Gen-Wealth Partners bought 2,218 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $55.4K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #383 holding.
Gen-Wealth Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.