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

Integris 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 		$7.59M Buy
303,735
+19,135
+7% +$478K 1.53% 16
2026
Q1 		$7.13M Buy
284,600
+10,554
+4% +$266K 1.64% 17
2025
Q4 		$6.92M Buy
274,046
+2,844
+1% +$71.8K 1.57% 17
2025
Q3 		$6.86M Buy
271,202
+3,605
+1% +$90.8K 1.67% 17
2025
Q2 		$6.74M Sell
267,597
-13,982
-5% -$349K 1.76% 16
2025
Q1 		$7.04M Buy
281,579
+2,257
+0.8% +$56K 2.01% 14
2024
Q4 		$6.9M Buy
279,322
+17,147
+7% +$426K 1.95% 14
2024
Q3 		$6.6M Buy
262,175
+12,282
+5% +$305K 1.84% 15
2024
Q2 		$6.12M Sell
249,893
-4,896
-2% -$119K 1.77% 17
2024
Q1 		$6.24M Sell
254,789
-2,005
-0.8% -$49K 1.72% 16
2023
Q4 		$6.29M Buy
256,794
+4,835
+2% +$116K 1.86% 16
2023
Q3 		$5.99M Sell
251,959
-1,737
-0.7% -$41.5K 1.96% 16
2023
Q2 		$6.07M Buy
253,696
+11,669
+5% +$280K 2.15% 11
2023
Q1 		$5.82M Buy
242,027
+21,250
+10% +$508K 2.14% 11
2022
Q4 		$5.25M Buy
+220,777
New +$5.21M 2.05% 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

Integris Wealth Management's SUSB Position: Q2 2026 in Review

Integris Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 6.7% in Q2 2026, buying an estimated $478K and bringing the position to 303,735 shares worth $7.59M. The position accounts for 1.53% of the portfolio, ranked #16.

Integris Wealth Management first reported a position in SUSB in Q4 2022 and has held it in 15 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Integris Wealth Management held 303,735 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $7.59M as of Q2 2026.
  • Integris Wealth Management bought 19,135 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $478K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 1.53% of Integris Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Integris Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

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