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

Gould Capital’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	$117K	Hold	4,666	–	–	0.07%	65
2026 Q1	$117K	Buy	4,666 +1,609	+53%	+$40.6K	0.07%	63
2025 Q4	$77.2K	Buy	3,057 +150	+5%	+$3.79K	0.05%	71
2025 Q3	$73.6K	Hold	2,907	–	–	0.05%	72
2025 Q2	$73.2K	Hold	2,907	–	–	0.05%	70
2025 Q1	$72.6K	Buy	2,907 +248	+9%	+$6.16K	0.05%	67
2024 Q4	$65.7K	Hold	2,659	–	–	0.05%	73
2024 Q3	$66.9K	Hold	2,659	–	–	0.04%	74
2024 Q2	$65.1K	Buy	2,659 +109	+4%	+$2.66K	0.05%	73
2024 Q1	$62.4K	Buy	2,550 +453	+22%	+$11.1K	0.04%	75
2023 Q4	$51.3K	Buy	2,097 +93	+5%	+$2.23K	0.04%	83
2023 Q3	$47.4K	Hold	2,004	–	–	0.04%	78
2023 Q2	$47.9K	Hold	2,004	–	–	0.04%	80
2023 Q1	$48.2K	Buy	2,004 +156	+8%	+$3.73K	0.04%	78
2022 Q4	$43.9K	Hold	1,848	–	–	0.04%	80
2022 Q3	$43K	Hold	1,848	–	–	0.04%	76
2022 Q2	$45K	Hold	1,848	–	–	0.04%	75
2022 Q1	$46K	Buy	1,848 +183	+11%	+$4.59K	0.03%	80
2021 Q4	$43K	Buy	+1,665	New	+$42.9K	0.03%	94

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

Gould Capital's SUSB Position: Q2 2026 in Review

Gould Capital held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 4,666 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #65.

Gould Capital first reported a position in SUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $117K in Q1 2026. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Gould Capital held 4,666 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $117K as of Q2 2026.
Gould Capital 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 0.07% of Gould Capital's portfolio in Q2 2026, its #65 holding.
Gould Capital first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
Gould Capital's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $117K in Q1 2026.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.