Institute for Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Institute for 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	$312K	Buy	12,478 +2,890	+30%	+$72.2K	0.03%	418
2026 Q1	$240K	Sell	9,588 -5,283	-36%	-$133K	0.03%	478
2025 Q4	$375K	Sell	14,871 -3,402	-19%	-$85.9K	0.04%	378
2025 Q3	$462K	Buy	18,273 +2,697	+17%	+$67.9K	0.05%	339
2025 Q2	$392K	Buy	15,576 +3,068	+25%	+$76.5K	0.04%	369
2025 Q1	$313K	Buy	12,508 +1,659	+15%	+$41.2K	0.04%	406
2024 Q4	$268K	Buy	10,849 +2,174	+25%	+$54K	0.03%	423
2024 Q3	$218K	Buy	+8,675	New	+$216K	0.03%	505
2020 Q1	–	Sell	-20,020	Closed	-$509K	–	653
2019 Q4	$509K	Hold	20,020	–	–	0.11%	248
2019 Q3	$510K	Hold	20,020	–	–	0.13%	232
2019 Q2	$507K	Hold	20,020	–	–	0.11%	252
2019 Q1	$501K	Buy	+20,020	New	+$495K	0.11%	244

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

Institute for Wealth Management's SUSB Position: Q2 2026 in Review

Institute for Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 30% in Q2 2026, buying an estimated $72.2K and bringing the position to 12,478 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #418.

Institute for Wealth Management first reported a position in SUSB in Q1 2019 and has held it in 12 quarters since. The position peaked at $510K in Q3 2019. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Institute for Wealth Management held 12,478 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $312K as of Q2 2026.
Institute for Wealth Management bought 2,890 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $72.2K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #418 holding.
Institute for Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and has held it in 12 quarters since.
Institute for Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $510K in Q3 2019.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.