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

Geneos Wealth 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	$10K	Hold	400	–	–	﹤0.01%	2020
2026 Q1	$10K	Hold	400	–	–	﹤0.01%	1987
2025 Q4	$10.1K	Sell	400 -266	-40%	-$6.72K	﹤0.01%	1964
2025 Q3	$16.9K	Buy	666 +266	+67%	+$6.7K	﹤0.01%	1788
2025 Q2	$10.1K	Buy	+400	New	+$9.97K	﹤0.01%	2325
2022 Q1	–	Sell	-2,272	Closed	-$58K	–	2974
2021 Q4	$58K	Hold	2,272	–	–	﹤0.01%	1413
2021 Q3	$59K	Hold	2,272	–	–	﹤0.01%	1409
2021 Q2	$59K	Hold	2,272	–	–	﹤0.01%	1401
2021 Q1	$59K	Hold	2,272	–	–	﹤0.01%	1544
2020 Q4	$58K	Buy	2,272 +1,335	+142%	+$34.8K	﹤0.01%	1386
2020 Q3	$24K	Hold	937	–	–	﹤0.01%	1582
2020 Q2	$24K	Hold	937	–	–	﹤0.01%	1546
2020 Q1	$23K	Hold	937	–	–	﹤0.01%	1456
2019 Q4	$23K	Hold	937	–	–	﹤0.01%	1627
2019 Q3	$23K	Hold	937	–	–	﹤0.01%	1545
2019 Q2	$23K	Hold	937	–	–	﹤0.01%	1570
2019 Q1	$23K	Hold	937	–	–	﹤0.01%	1513
2018 Q4	$22K	Hold	937	–	–	﹤0.01%	1464
2018 Q3	$23K	Buy	+937	New	+$23K	﹤0.01%	1522

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Geneos Wealth Management's SUSB Position: Q2 2026 in Review

Geneos Wealth Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 400 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Geneos Wealth Management first reported a position in SUSB in Q3 2018 and has held it in 19 quarters since. The position peaked at $59K in Q3 2021. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Geneos Wealth Management held 400 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $10K as of Q2 2026.
Geneos Wealth 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 ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2020 holding.
Geneos Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2018 and has held it in 19 quarters since.
Geneos Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $59K in Q3 2021.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.