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

Impact Investors’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	$5.23M	Sell	209,479 -32,893	-14%	-$822K	3.83%	7
2026 Q1	$6.08M	Buy	242,372 +31,386	+15%	+$791K	4.22%	6
2025 Q4	$5.33M	Buy	210,986 +36,599	+21%	+$925K	3.69%	6
2025 Q3	$4.41M	Sell	174,387 -125,849	-42%	-$3.17M	2.91%	7
2025 Q2	$7.56M	Buy	300,236 +29,851	+11%	+$744K	5.34%	5
2025 Q1	$6.76M	Buy	270,385 +78,794	+41%	+$1.96M	5.26%	6
2024 Q4	$4.73M	Buy	+191,591	New	+$4.76M	3.67%	6

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

Impact Investors's SUSB Position: Q2 2026 in Review

Impact Investors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 14% in Q2 2026, selling an estimated $822K and leaving 209,479 shares worth $5.23M. The position accounts for 3.83% of the portfolio, ranked #7.

Impact Investors first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.56M in Q2 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Impact Investors held 209,479 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $5.23M as of Q2 2026.
Impact Investors sold 32,893 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $822K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 3.83% of Impact Investors's portfolio in Q2 2026, its #7 holding.
Impact Investors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Impact Investors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $7.56M in Q2 2025.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Impact Investors's 13F filing for Q2 2026, filed 31 Jul 2026.