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

Goepper Burkhardt’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	$382K	Buy	15,294 +100	+0.7%	+$2.5K	0.11%	74
2026 Q1	$381K	Buy	15,194 +100	+0.7%	+$2.52K	0.13%	70
2025 Q4	$381K	Buy	15,094 +1,500	+11%	+$37.9K	0.12%	72
2025 Q3	$344K	Hold	13,594	–	–	0.12%	73
2025 Q2	$342K	Sell	13,594 -2,906	-18%	-$72.5K	0.13%	74
2025 Q1	$412K	Sell	16,500 -1,000	-6%	-$24.8K	0.16%	66
2024 Q4	$432K	Buy	17,500 +1,000	+6%	+$24.8K	0.18%	56
2024 Q3	$415K	Hold	16,500	–	–	0.17%	58
2024 Q2	$404K	Hold	16,500	–	–	0.18%	57
2024 Q1	$402K	Sell	16,500 -1,500	-8%	-$36.7K	0.19%	55
2023 Q4	$439K	Sell	18,000 -1,000	-5%	-$24K	0.22%	50
2023 Q3	$452K	Buy	19,000 +2,000	+12%	+$47.7K	0.28%	38
2023 Q2	$406K	Hold	17,000	–	–	0.25%	43
2023 Q1	$409K	Buy	17,000 +7,500	+79%	+$179K	0.27%	37
2022 Q4	$226K	Buy	+9,500	New	+$224K	0.16%	57

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

Goepper Burkhardt's SUSB Position: Q2 2026 in Review

Goepper Burkhardt increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.66% in Q2 2026, buying an estimated $2.5K and bringing the position to 15,294 shares worth $382K. The position accounts for 0.11% of the portfolio, ranked #74.

Goepper Burkhardt first reported a position in SUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $452K in Q3 2023. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Goepper Burkhardt held 15,294 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $382K as of Q2 2026.
Goepper Burkhardt bought 100 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $2.5K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.11% of Goepper Burkhardt's portfolio in Q2 2026, its #74 holding.
Goepper Burkhardt 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.
Goepper Burkhardt's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $452K in Q3 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 Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.