J. Safra Asset Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

J. Safra Asset 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	$1.45M	Sell	58,133 -234	-0.4%	-$5.85K	0.07%	87
2026 Q1	$1.46M	Buy	58,367 +139	+0.2%	+$3.5K	0.08%	68
2025 Q4	$1.47M	Buy	58,228 +279	+0.5%	+$7.05K	0.08%	73
2025 Q3	$1.47M	Buy	57,949 +203	+0.4%	+$5.11K	0.09%	56
2025 Q2	$1.45M	Buy	57,746 +197	+0.3%	+$4.91K	0.1%	45
2025 Q1	$1.44M	Buy	57,549 +18,043	+46%	+$448K	0.12%	40
2024 Q4	$976K	Hold	39,506	–	–	0.08%	41
2024 Q3	$996K	Buy	39,506 +11,819	+43%	+$294K	0.09%	31
2024 Q2	$678K	Buy	+27,687	New	+$675K	0.07%	29

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

J. Safra Asset Management's SUSB Position: Q2 2026 in Review

J. Safra Asset Management reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.4% in Q2 2026, selling an estimated $5.85K and leaving 58,133 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #87.

J. Safra Asset Management first reported a position in SUSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q4 2025. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

J. Safra Asset Management held 58,133 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.45M as of Q2 2026.
J. Safra Asset Management sold 234 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $5.85K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.07% of J. Safra Asset Management's portfolio in Q2 2026, its #87 holding.
J. Safra Asset Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
J. Safra Asset Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.47M in Q4 2025.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.