Joel Adams & Associates’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Joel Adams & Associates’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	$489K	Buy	19,553 +215	+1%	+$5.37K	0.31%	43
2026 Q1	$485K	Buy	19,338 +143	+0.7%	+$3.6K	0.36%	41
2025 Q4	$484K	Buy	19,195 +3,580	+23%	+$90.4K	0.36%	41
2025 Q3	$395K	Buy	15,615 +14	+0.1%	+$353	0.32%	44
2025 Q2	$393K	Buy	15,601 +14	+0.1%	+$349	0.35%	38
2025 Q1	$390K	Sell	15,587 -671	-4%	-$16.7K	0.35%	36
2024 Q4	$402K	Buy	+16,258	New	+$404K	0.36%	38

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

Joel Adams & Associates's SUSB Position: Q2 2026 in Review

Joel Adams & Associates increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.1% in Q2 2026, buying an estimated $5.37K and bringing the position to 19,553 shares worth $489K. The position accounts for 0.31% of the portfolio, ranked #43.

Joel Adams & Associates first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Joel Adams & Associates held 19,553 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $489K as of Q2 2026.
Joel Adams & Associates bought 215 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $5.37K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.31% of Joel Adams & Associates's portfolio in Q2 2026, its #43 holding.
Joel Adams & Associates first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.