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

GeoWealth 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	$1.95M	Buy	77,925 +74,138	+1,958%	+$1.85M	0.06%	177
2026 Q1	$94.9K	Buy	+3,787	New	+$95.5K	﹤0.01%	793
2025 Q3	–	Sell	-7,374	Closed	-$186K	–	1175
2025 Q2	$186K	Sell	7,374 -2,065	-22%	-$51.5K	0.01%	681
2025 Q1	$236K	Sell	9,439 -663	-7%	-$16.5K	0.01%	612
2024 Q4	$250K	Buy	10,102 +8,200	+431%	+$204K	0.01%	678
2024 Q3	$47.9K	Buy	+1,902	New	+$47.3K	﹤0.01%	1082

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

GeoWealth Management's SUSB Position: Q2 2026 in Review

GeoWealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1,958% in Q2 2026, buying an estimated $1.85M and bringing the position to 77,925 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #177.

GeoWealth Management first reported a position in SUSB in Q3 2024 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

GeoWealth Management held 77,925 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.95M as of Q2 2026.
GeoWealth Management bought 74,138 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $1.85M.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #177 holding.
GeoWealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 6 quarters since.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

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