Janney Montgomery Scott’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Janney Montgomery Scott’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	$2.33M	Buy	93,273 +78,955	+551%	+$1.97M	﹤0.01%	1393
2026 Q1	$359K	Sell	14,318 -565	-4%	-$14.2K	﹤0.01%	2267
2025 Q4	$376K	Buy	14,883 +1,200	+9%	+$30.3K	﹤0.01%	2400
2025 Q3	$346K	Sell	13,683 -244	-2%	-$6.14K	﹤0.01%	2403
2025 Q2	$351K	Buy	+13,927	New	+$347K	﹤0.01%	2250
2025 Q1	–	Sell	-19,534	Closed	-$482K	–	2861
2024 Q4	$482K	Buy	19,534 +1,625	+9%	+$40.4K	﹤0.01%	2025
2024 Q3	$451K	Buy	+17,909	New	+$445K	﹤0.01%	2040
2022 Q1	–	Sell	-9,465	Closed	-$243K	–	2432
2021 Q4	$243K	Buy	+9,465	New	+$244K	﹤0.01%	2130

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

Janney Montgomery Scott's SUSB Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 551% in Q2 2026, buying an estimated $1.97M and bringing the position to 93,273 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Janney Montgomery Scott first reported a position in SUSB in Q4 2021 and has held it in 8 quarters since. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Janney Montgomery Scott held 93,273 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.33M as of Q2 2026.
Janney Montgomery Scott bought 78,955 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $1.97M.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1393 holding.
Janney Montgomery Scott first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 8 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 Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.