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

Integrated Wealth Concepts’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	$936K	Buy	37,449 +15,246	+69%	+$381K	0.01%	1251
2026 Q1	$557K	Buy	22,203 +2,676	+14%	+$67.5K	﹤0.01%	1472
2025 Q4	$493K	Sell	19,527 -5,809	-23%	-$147K	0.01%	1098
2025 Q3	$641K	Buy	25,336 +8,464	+50%	+$213K	0.01%	1212
2025 Q2	$425K	Buy	16,872 +2,030	+14%	+$50.6K	﹤0.01%	1366
2025 Q1	$371K	Buy	14,842 +4,931	+50%	+$122K	﹤0.01%	1290
2024 Q4	$245K	Buy	9,911 +1,834	+23%	+$45.6K	﹤0.01%	1491
2024 Q3	$203K	Buy	+8,077	New	+$201K	﹤0.01%	1553
2021 Q3	–	Sell	-12,226	Closed	-$318K	–	980
2021 Q2	$318K	Buy	12,226 +3,025	+33%	+$78.8K	0.01%	640
2021 Q1	$239K	Buy	+9,201	New	+$240K	0.01%	645

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

Integrated Wealth Concepts's SUSB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 69% in Q2 2026, buying an estimated $381K and bringing the position to 37,449 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #1251.

Integrated Wealth Concepts first reported a position in SUSB in Q1 2021 and has held it in 10 quarters since. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Integrated Wealth Concepts held 37,449 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $936K as of Q2 2026.
Integrated Wealth Concepts bought 15,246 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $381K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1251 holding.
Integrated Wealth Concepts first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 10 quarters since.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.