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

Grand 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 		$261K Buy
10,438
+62
+0.6% +$1.55K 0.11% 43
2026
Q1 		$260K Buy
10,376
+115
+1% +$2.9K 0.12% 39
2025
Q4 		$259K Buy
10,261
+36
+0.4% +$909 0.12% 37
2025
Q3 		$259K Buy
10,225
+415
+4% +$10.5K 0.12% 37
2025
Q2 		$247K Sell
9,810
-86
-0.9% -$2.15K 0.13% 37
2025
Q1 		$247K Hold
9,896
– – 0.14% 31
2024
Q4 		$244K Hold
9,896
– – 0.14% 32
2024
Q3 		$249K Sell
9,896
-6,648
-40% -$165K 0.14% 32
2024
Q2 		$405K Sell
16,544
-20,024
-55% -$488K 0.24% 26
2024
Q1 		$895K Buy
36,568
+1,106
+3% +$27K 0.43% 24
2023
Q4 		$868K Sell
35,462
-797
-2% -$19.1K 0.47% 23
2023
Q3 		$862K Sell
36,259
-29,309
-45% -$699K 0.53% 22
2023
Q2 		$1.57M Buy
65,568
+3,512
+6% +$84.4K 0.93% 19
2023
Q1 		$1.49M Buy
62,056
+28,997
+88% +$694K 0.9% 19
2022
Q4 		$786K Sell
33,059
-11,240
-25% -$265K 0.49% 23
2022
Q3 		$1.04M Sell
44,299
-27,746
-39% -$667K 0.55% 22
2022
Q2 		$1.74M Buy
72,045
+6,932
+11% +$168K 0.88% 17
2022
Q1 		$1.6M Sell
65,113
-6,698
-9% -$168K 0.75% 14
2021
Q4 		$1.84M Buy
+71,811
New +$1.85M 0.83% 13

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Grand Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.6% in Q2 2026, buying an estimated $1.55K and bringing the position to 10,438 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #43.

Grand Wealth Management first reported a position in SUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.84M in Q4 2021. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Grand Wealth Management held 10,438 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $261K as of Q2 2026.
  • Grand Wealth Management bought 62 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $1.55K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.11% of Grand Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Grand Wealth Management 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.
  • Grand Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.84M in Q4 2021.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.