IA
SUSB icon

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

IFP 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 		$5.62K Sell
225
-1,228
-85% -$30.7K ﹤0.01% 3708
2026
Q1 		$36.4K Sell
1,453
-137
-9% -$3.45K ﹤0.01% 2427
2025
Q4 		$40.1K Buy
1,590
+1,372
+629% +$34.7K ﹤0.01% 2308
2025
Q3 		$5.52K Hold
218
– – ﹤0.01% 3202
2025
Q2 		$5.47K Sell
218
-489
-69% -$12.2K ﹤0.01% 3314
2025
Q1 		$17.7K Buy
707
+517
+272% +$12.8K ﹤0.01% 2339
2024
Q4 		$4.68K Buy
+190
New +$4.72K ﹤0.01% 2819
2023
Q3 		– Sell
-3,118
Closed -$74.6K – 3533
2023
Q2 		$74.6K Sell
3,118
-2,843
-48% -$68.3K ﹤0.01% 1447
2023
Q1 		$146K Sell
5,961
-22,207
-79% -$531K 0.01% 1073
2022
Q4 		$689K Buy
28,168
+142
+0.5% +$3.35K 0.02% 762
2022
Q3 		$686K Sell
28,026
-126
-0.4% -$3.03K 0.02% 783
2022
Q2 		$689K Hold
28,152
– – 0.02% 699
2022
Q1 		$689K Buy
28,152
+25,985
+1,199% +$652K 0.02% 699
2021
Q4 		$55K Buy
2,167
+32
+1% +$824 ﹤0.01% 1517
2021
Q3 		$55K Buy
2,135
+175
+9% +$4.56K ﹤0.01% 1544
2021
Q2 		$50K Hold
1,960
– – ﹤0.01% 1523
2021
Q1 		$50K Buy
+1,960
New +$51.1K ﹤0.01% 1470
2020
Q3 		– Sell
-56
Closed -$1.46K – 2996
2020
Q2 		$1K Buy
+56
New +$1.44K ﹤0.01% 2613

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

IFP Advisors's SUSB Position: Q2 2026 in Review

IFP Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 85% in Q2 2026, selling an estimated $30.7K and leaving 225 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3708.

IFP Advisors first reported a position in SUSB in Q2 2020 and has held it in 18 quarters since. The position peaked at $689K in Q4 2022. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • IFP Advisors held 225 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $5.62K as of Q2 2026.
  • IFP Advisors sold 1,228 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $30.7K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3708 holding.
  • IFP Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • IFP Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $689K in Q4 2022.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.