Investor's Fiduciary Advisor Network’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Investor's Fiduciary Advisor Network’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	-15,100	Closed	-$378K	–	276
2026 Q1	$378K	Sell	15,100 -759	-5%	-$19.1K	0.12%	185
2025 Q4	$400K	Buy	15,859 +992	+7%	+$25.1K	0.09%	201
2025 Q3	$376K	Sell	14,867 -281	-2%	-$7.08K	0.13%	167
2025 Q2	$381K	Sell	15,148 -2,711	-15%	-$67.6K	0.14%	154
2025 Q1	$446K	Sell	17,859 -577	-3%	-$14.3K	0.21%	115
2024 Q4	$455K	Buy	+18,436	New	+$458K	0.17%	138

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Investor's Fiduciary Advisor Network's SUSB Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026, closing a stake of 15,100 shares — an estimated $378K sold.

Investor's Fiduciary Advisor Network first reported a position in SUSB in Q4 2024 and held it in 6 quarters. The position peaked at $455K in Q4 2024. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 15,100 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $378K.
Investor's Fiduciary Advisor Network first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $455K in Q4 2024.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.