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

HighTower Advisors’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	$2.79M	Buy	111,833 +17,282	+18%	+$432K	﹤0.01%	1569
2026 Q1	$2.37M	Sell	94,551 -1,684	-2%	-$42.5K	﹤0.01%	1610
2025 Q4	$2.43M	Sell	96,235 -6,305	-6%	-$159K	﹤0.01%	1567
2025 Q3	$2.6M	Buy	102,540 +4,443	+5%	+$112K	﹤0.01%	1488
2025 Q2	$2.47M	Sell	98,097 -3,948	-4%	-$98.4K	﹤0.01%	1450
2025 Q1	$2.55M	Buy	102,045 +20,347	+25%	+$505K	﹤0.01%	1393
2024 Q4	$2.02M	Buy	81,698 +4,569	+6%	+$113K	﹤0.01%	1507
2024 Q3	$1.94M	Sell	77,129 -1,732	-2%	-$43.1K	﹤0.01%	1539
2024 Q2	$1.93M	Sell	78,861 -2,872	-4%	-$70K	﹤0.01%	1470
2024 Q1	$2M	Sell	81,733 -2,091	-2%	-$51.1K	﹤0.01%	1437
2023 Q4	$2.05M	Sell	83,824 -97	-0.1%	-$2.33K	﹤0.01%	1417
2023 Q3	$1.99M	Buy	83,921 +58,277	+227%	+$1.39M	﹤0.01%	1384
2023 Q2	$611K	Sell	25,644 -2,083	-8%	-$50K	﹤0.01%	2055
2023 Q1	$667K	Sell	27,727 -6,388	-19%	-$153K	﹤0.01%	1917
2022 Q4	$810K	Sell	34,115 -15,215	-31%	-$359K	﹤0.01%	1803
2022 Q3	$1.16M	Sell	49,330 -407	-0.8%	-$9.79K	﹤0.01%	1531
2022 Q2	$1.2M	Buy	49,737 +1,669	+3%	+$40.5K	﹤0.01%	1534
2022 Q1	$1.18M	Sell	48,068 -13,441	-22%	-$337K	﹤0.01%	1663
2021 Q4	$1.58M	Buy	61,509 +26,105	+74%	+$672K	﹤0.01%	1497
2021 Q3	$917K	Buy	35,404 +845	+2%	+$22K	﹤0.01%	1705
2021 Q2	$898K	Sell	34,559 -6,511	-16%	-$170K	﹤0.01%	1697
2021 Q1	$1.07M	Buy	41,070 +33,292	+428%	+$868K	﹤0.01%	1525
2020 Q4	$203K	Buy	+7,778	New	+$203K	﹤0.01%	2194

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

HighTower Advisors's SUSB Position: Q2 2026 in Review

HighTower Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 18% in Q2 2026, buying an estimated $432K and bringing the position to 111,833 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

HighTower Advisors first reported a position in SUSB in Q4 2020 and has held it in 23 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

HighTower Advisors held 111,833 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.79M as of Q2 2026.
HighTower Advisors bought 17,282 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $432K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1569 holding.
HighTower Advisors 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.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.