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

Hardy Reed’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 		$797K Buy
31,897
+324
+1% +$8.1K 0.05% 116
2026
Q1 		$791K Buy
31,573
+3,030
+11% +$76.4K 0.06% 107
2025
Q4 		$720K Hold
28,543
– – 0.05% 114
2025
Q3 		$722K Buy
28,543
+271
+1% +$6.83K 0.05% 110
2025
Q2 		$712K Hold
28,272
– – 0.06% 113
2025
Q1 		$707K Buy
28,272
+1,815
+7% +$45.1K 0.06% 112
2024
Q4 		$653K Buy
26,457
+5,037
+24% +$125K 0.06% 115
2024
Q3 		$539K Buy
21,420
+672
+3% +$16.7K 0.05% 126
2024
Q2 		$508K Hold
20,748
– – 0.05% 126
2024
Q1 		$508K Hold
20,748
– – 0.06% 66
2023
Q4 		$508K Sell
20,748
-1,329
-6% -$31.9K 0.07% 69
2023
Q3 		$525K Buy
22,077
+3,301
+18% +$78.8K 0.1% 57
2023
Q2 		$449K Hold
18,776
– – 0.08% 59
2023
Q1 		$452K Sell
18,776
-202
-1% -$4.83K 0.08% 64
2022
Q4 		$451K Sell
18,978
-5,914
-24% -$140K 0.09% 61
2022
Q3 		$585K Buy
24,892
+3,998
+19% +$96.2K 0.13% 44
2022
Q2 		$503K Sell
20,894
-8,928
-30% -$217K 0.11% 44
2022
Q1 		$735K Hold
29,822
– – 0.14% 36
2021
Q4 		$765K Buy
29,822
+5,672
+23% +$146K 0.13% 47
2021
Q3 		$627K Buy
24,150
+697
+3% +$18.1K 0.11% 52
2021
Q2 		$611K Buy
23,453
+3,893
+20% +$101K 0.11% 48
2021
Q1 		$508K Buy
19,560
+411
+2% +$10.7K 0.1% 50
2020
Q4 		$501K Buy
+19,149
New +$500K 0.1% 53

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

Hardy Reed's SUSB Position: Q2 2026 in Review

Hardy Reed increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1% in Q2 2026, buying an estimated $8.1K and bringing the position to 31,897 shares worth $797K. The position accounts for 0.05% of the portfolio, ranked #116.

Hardy Reed first reported a position in SUSB in Q4 2020 and has held it in 23 quarters since. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Hardy Reed held 31,897 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $797K as of Q2 2026.
  • Hardy Reed bought 324 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $8.1K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.05% of Hardy Reed's portfolio in Q2 2026, its #116 holding.
  • Hardy Reed first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.