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

IMPACTfolio’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 		$4.53M Buy
181,238
+4,542
+3% +$114K 1.71% 10
2026
Q1 		$4.43M Buy
176,696
+10,360
+6% +$261K 1.88% 10
2025
Q4 		$4.2M Buy
166,336
+20,224
+14% +$511K 1.76% 9
2025
Q3 		$3.7M Sell
146,112
-86,936
-37% -$2.19M 1.6% 9
2025
Q2 		$5.87M Buy
233,048
+104,754
+82% +$2.61M 2.78% 8
2025
Q1 		$3.21M Buy
128,294
+13,501
+12% +$335K 1.68% 9
2024
Q4 		$2.84M Buy
114,793
+4,453
+4% +$111K 1.47% 9
2024
Q3 		$2.78M Buy
110,340
+1,949
+2% +$48.5K 1.43% 10
2024
Q2 		$2.65M Buy
108,391
+9,716
+10% +$237K 1.49% 10
2024
Q1 		$2.42M Buy
98,675
+5,192
+6% +$127K 1.46% 11
2023
Q4 		$2.29M Sell
93,483
-2,176
-2% -$52.2K 1.49% 12
2023
Q3 		$2.27M Buy
95,659
+2,197
+2% +$52.4K 1.64% 12
2023
Q2 		$2.23M Sell
93,462
-2,299
-2% -$55.2K 1.77% 12
2023
Q1 		$2.3M Sell
95,761
-85,786
-47% -$2.05M 1.93% 10
2022
Q4 		$4.32M Sell
181,547
-3,129
-2% -$73.9K 4% 8
2022
Q3 		$4.34M Buy
184,676
+88,680
+92% +$2.13M 4.23% 9
2022
Q2 		$2.31M Buy
95,996
+4,895
+5% +$119K 2.18% 9
2022
Q1 		$2.24M Buy
91,101
+7,427
+9% +$186K 1.67% 13
2021
Q4 		$2.15M Buy
+83,674
New +$2.16M 1.88% 13

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

IMPACTfolio's SUSB Position: Q2 2026 in Review

IMPACTfolio increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.6% in Q2 2026, buying an estimated $114K and bringing the position to 181,238 shares worth $4.53M. The position accounts for 1.71% of the portfolio, ranked #10.

IMPACTfolio first reported a position in SUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.87M in Q2 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • IMPACTfolio held 181,238 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $4.53M as of Q2 2026.
  • IMPACTfolio bought 4,542 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $114K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 1.71% of IMPACTfolio's portfolio in Q2 2026, its #10 holding.
  • IMPACTfolio first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • IMPACTfolio's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $5.87M 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 IMPACTfolio's 13F filing for Q2 2026, filed 22 Jul 2026.