Jeff Yass’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Jeff Yass’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	$2.22M	Sell	88,914 -65,491	-42%	-$1.64M	﹤0.01%	6247
2026 Q1	$3.87M	Buy	154,405 +118,124	+326%	+$2.98M	﹤0.01%	4736
2025 Q4	$916K	Buy	+36,281	New	+$917K	﹤0.01%	7389
2025 Q3	–	Sell	-61,700	Closed	-$1.55M	–	13823
2025 Q2	$1.55M	Buy	61,700 +49,046	+388%	+$1.22M	﹤0.01%	6345
2025 Q1	$316K	Buy	+12,654	New	+$314K	﹤0.01%	9952
2024 Q3	–	Sell	-8,991	Closed	-$220K	–	13008
2024 Q2	$220K	Buy	+8,991	New	+$219K	﹤0.01%	10144
2024 Q1	–	Sell	-126,547	Closed	-$3.1M	–	13292
2023 Q4	$3.1M	Sell	126,547 -34,281	-21%	-$822K	﹤0.01%	4515
2023 Q3	$3.82M	Buy	160,828 +9,732	+6%	+$232K	﹤0.01%	3985
2023 Q2	$3.61M	Buy	+151,096	New	+$3.63M	﹤0.01%	4051
2022 Q4	–	Sell	-43,120	Closed	-$1.01M	–	13629
2022 Q3	$1.01M	Sell	43,120 -4,960	-10%	-$119K	﹤0.01%	6607
2022 Q2	$1.16M	Buy	+48,080	New	+$1.17M	﹤0.01%	6159
2021 Q4	–	Sell	-37,304	Closed	-$969K	–	13884
2021 Q3	$969K	Buy	+37,304	New	+$971K	﹤0.01%	7642
2020 Q2	–	Sell	-23,339	Closed	-$582K	–	10896
2020 Q1	$582K	Buy	+23,339	New	+$589K	﹤0.01%	6585
2019 Q3	–	Sell	-12,635	Closed	-$320K	–	10825
2019 Q2	$320K	Buy	+12,635	New	+$317K	﹤0.01%	8182

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

Jeff Yass's SUSB Position: Q2 2026 in Review

Jeff Yass reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 42% in Q2 2026, selling an estimated $1.64M and leaving 88,914 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #6247.

Jeff Yass first reported a position in SUSB in Q2 2019 and has held it in 14 quarters since. The position peaked at $3.87M in Q1 2026. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Jeff Yass held 88,914 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.22M as of Q2 2026.
Jeff Yass sold 65,491 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $1.64M.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6247 holding.
Jeff Yass first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2019 and has held it in 14 quarters since.
Jeff Yass's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.87M in Q1 2026.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.