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

Independent Advisor Alliance’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 		– Sell
-11,593
Closed -$291K – 1566
2026
Q1 		$291K Buy
+11,593
New +$292K ﹤0.01% 1336

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

Independent Advisor Alliance's SUSB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026, closing a stake of 11,593 shares — an estimated $291K sold.

Independent Advisor Alliance first reported a position in SUSB in Q1 2026 and held it in 1 quarter. The position peaked at $291K in Q1 2026. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,593 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $291K.
  • Independent Advisor Alliance first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $291K in Q1 2026.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.