HL
SUSB icon

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

HeadInvest LLC’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 		$539K Buy
21,566
+500
+2% +$12.5K 0.1% 146
2026
Q1 		$528K Buy
21,066
+607
+3% +$15.3K 0.11% 142
2025
Q4 		$516K Buy
20,459
+465
+2% +$11.7K 0.1% 148
2025
Q3 		$506K Buy
19,994
+1,800
+10% +$45.3K 0.1% 143
2025
Q2 		$458K Buy
18,194
+200
+1% +$4.99K 0.1% 148
2025
Q1 		$450K Buy
17,994
+1,000
+6% +$24.8K 0.09% 156
2024
Q4 		$420K Buy
16,994
+2,300
+16% +$57.1K 0.08% 162
2024
Q3 		$370K Buy
14,694
+1,400
+11% +$34.8K 0.07% 173
2024
Q2 		$326K Buy
13,294
+3,375
+34% +$82.2K 0.06% 173
2024
Q1 		$243K Buy
9,919
+1,381
+16% +$33.7K 0.05% 208
2023
Q4 		$209K Sell
8,538
-400
-4% -$9.59K 0.04% 223
2023
Q3 		$211K Hold
8,938
– – 0.05% 212
2023
Q2 		$213K Sell
8,938
-350
-4% -$8.41K 0.05% 213
2023
Q1 		$223K Buy
9,288
+455
+5% +$10.9K 0.05% 208
2022
Q4 		$210K Buy
+8,833
New +$208K 0.05% 213

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

HeadInvest LLC's SUSB Position: Q2 2026 in Review

HeadInvest LLC increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.4% in Q2 2026, buying an estimated $12.5K and bringing the position to 21,566 shares worth $539K. The position accounts for 0.1% of the portfolio, ranked #146.

HeadInvest LLC first reported a position in SUSB in Q4 2022 and has held it in 15 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • HeadInvest LLC held 21,566 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $539K as of Q2 2026.
  • HeadInvest LLC bought 500 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $12.5K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.1% of HeadInvest LLC's portfolio in Q2 2026, its #146 holding.
  • HeadInvest LLC 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.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.