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

Global Retirement 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	$104K	Buy	+4,152	New	+$104K	﹤0.01%	2034
2025 Q4	$4.01K	Buy	159 +25	+19%	+$632	﹤0.01%	3506
2025 Q3	$3.39K	Sell	134 -352	-72%	-$8.87K	﹤0.01%	3128
2025 Q2	$12.2K	Buy	+486	New	+$12.1K	﹤0.01%	2507
2024 Q4	$12.4K	Sell	501 -24	-5%	-$596	﹤0.01%	2310
2024 Q3	$13.2K	Buy	525 +384	+272%	+$9.55K	﹤0.01%	2176
2024 Q2	$3.45K	Buy	141 +11	+8%	+$268	﹤0.01%	2774
2024 Q1	$3.18K	Hold	130	–	–	﹤0.01%	2562
2023 Q4	$3.19K	Buy	130 +59	+83%	+$1.41K	﹤0.01%	2492
2023 Q3	$1.68K	Hold	71	–	–	﹤0.01%	2597
2023 Q2	$1.7K	Hold	71	–	–	﹤0.01%	2604
2023 Q1	$1.72K	Sell	71 -170	-71%	-$4.07K	﹤0.01%	2553
2022 Q4	$5.73K	Sell	241 -32	-12%	-$755	﹤0.01%	1980
2022 Q3	$6K	Sell	273 -270	-50%	-$6.49K	﹤0.01%	1889
2022 Q2	$13K	Hold	543	–	–	﹤0.01%	1532
2022 Q1	$13K	Buy	+543	New	+$13.6K	﹤0.01%	1529
2018 Q4	–	Sell	-4,544	Closed	-$112K	–	1554
2018 Q3	$112K	Buy	4,544 +1,420	+45%	+$34.9K	0.03%	377
2018 Q2	$77K	Hold	3,124	–	–	0.02%	437
2018 Q1	$77K	Buy	+3,124	New	+$77.3K	0.02%	430

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

Global Retirement Partners's SUSB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 4,152 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #2034 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SUSB as recently as Q4 2025.

Global Retirement Partners first reported a position in SUSB in Q1 2018 and has held it in 19 quarters since. The position peaked at $112K in Q3 2018. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Global Retirement Partners held 4,152 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $104K as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Global Retirement Partners position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2034 holding.
Global Retirement Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2018 and has held it in 19 quarters since.
Global Retirement Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $112K in Q3 2018.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.