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

Horst & Graben 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	$1.84M	Buy	+73,827	New	+$1.85M	0.24%	61
2025 Q1	–	Sell	-38,276	Closed	-$945K	–	167
2024 Q4	$945K	Buy	38,276 +11,289	+42%	+$280K	0.17%	62
2024 Q3	$679K	Buy	+26,987	New	+$671K	0.12%	75
2023 Q2	–	Sell	-10,182	Closed	-$245K	–	137
2023 Q1	$245K	Sell	10,182 -15,444	-60%	-$370K	0.06%	111
2022 Q4	$609K	Buy	25,626 +5,933	+30%	+$140K	0.16%	69
2022 Q3	$463K	Sell	19,693 -2,379	-11%	-$57.2K	0.13%	77
2022 Q2	$532K	Sell	22,072 -2,709	-11%	-$65.7K	0.14%	74
2022 Q1	$610K	Sell	24,781 -26,047	-51%	-$654K	0.15%	69
2021 Q4	$1.3M	Sell	50,828 -21,460	-30%	-$553K	0.33%	45
2021 Q3	$1.88M	Sell	72,288 -42,990	-37%	-$1.12M	0.52%	34
2021 Q2	$3M	Buy	115,278 +62,312	+118%	+$1.62M	0.84%	29
2021 Q1	$1.38M	Buy	52,966 +22,474	+74%	+$586K	0.43%	36
2020 Q4	$798K	Sell	30,492 -5,084	-14%	-$133K	0.28%	46
2020 Q3	$929K	Buy	35,576 +11,291	+46%	+$295K	0.36%	38
2020 Q2	$632K	Buy	24,285 +2,498	+11%	+$64K	0.28%	47
2020 Q1	$543K	Buy	+21,787	New	+$550K	0.29%	44

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

Horst & Graben Wealth Management's SUSB Position: Q2 2026 in Review

Horst & Graben Wealth Management opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 73,827 shares worth $1.84M. The stake represents 0.24% of the portfolio and ranks #61 among its holdings. This is a return to the name: Horst & Graben Wealth Management previously reported a position in SUSB as recently as Q4 2024.

Horst & Graben Wealth Management first reported a position in SUSB in Q1 2020 and has held it in 16 quarters since. The position peaked at $3M in Q2 2021. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Horst & Graben Wealth Management held 73,827 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.84M as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Horst & Graben Wealth Management position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.24% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #61 holding.
Horst & Graben Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2020 and has held it in 16 quarters since.
Horst & Graben Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3M in Q2 2021.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.