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J. Mark Nickell & Co’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

J. Mark Nickell & Co’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 		$620K Sell
24,790
-3,574
-13% -$89.3K 0.49% 19
2026
Q1 		$711K Hold
28,364
– – 0.64% 17
2025
Q4 		$716K Buy
+28,364
New +$717K 0.66% 18

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

J. Mark Nickell & Co's SUSB Position: Q2 2026 in Review

J. Mark Nickell & Co reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 13% in Q2 2026, selling an estimated $89.3K and leaving 24,790 shares worth $620K. The position accounts for 0.49% of the portfolio, ranked #19.

J. Mark Nickell & Co first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $716K in Q4 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • J. Mark Nickell & Co held 24,790 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $620K as of Q2 2026.
  • J. Mark Nickell & Co sold 3,574 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $89.3K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.49% of J. Mark Nickell & Co's portfolio in Q2 2026, its #19 holding.
  • J. Mark Nickell & Co first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • J. Mark Nickell & Co's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $716K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.