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

Johnson Bixby & 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 		$597K Buy
23,895
+3,608
+18% +$90.2K 0.07% 68
2026
Q1 		$508K Buy
20,287
+1,215
+6% +$30.6K 0.06% 73
2025
Q4 		$481K Buy
19,072
+257
+1% +$6.49K 0.06% 74
2025
Q3 		$476K Sell
18,815
-732
-4% -$18.4K 0.06% 74
2025
Q2 		$492K Sell
19,547
-2,862
-13% -$71.4K 0.07% 71
2025
Q1 		$560K Buy
22,409
+2,772
+14% +$68.8K 0.08% 60
2024
Q4 		$485K Sell
19,637
-756
-4% -$18.8K 0.07% 68
2024
Q3 		$513K Sell
20,393
-4,488
-18% -$112K 0.08% 64
2024
Q2 		$609K Buy
24,881
+51
+0.2% +$1.24K 0.1% 56
2024
Q1 		$608K Sell
24,830
-12,207
-33% -$298K 0.11% 58
2023
Q4 		$907K Sell
37,037
-438
-1% -$10.5K 0.17% 48
2023
Q3 		$891K Sell
37,475
-1,491
-4% -$35.6K 0.19% 45
2023
Q2 		$932K Sell
38,966
-23,122
-37% -$555K 0.19% 46
2023
Q1 		$1.49M Buy
62,088
+2,880
+5% +$68.9K 0.33% 37
2022
Q4 		$1.41M Buy
59,208
+11,465
+24% +$271K 0.33% 37
2022
Q3 		$1.12M Buy
47,743
+9,613
+25% +$231K 0.28% 39
2022
Q2 		$919K Buy
38,130
+10,445
+38% +$253K 0.22% 41
2022
Q1 		$682K Buy
27,685
+15,611
+129% +$392K 0.18% 42
2021
Q4 		$310K Buy
12,074
+3,977
+49% +$102K 0.08% 67
2021
Q3 		$210K Buy
+8,097
New +$211K 0.06% 78

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Johnson Bixby & Associates's SUSB Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 18% in Q2 2026, buying an estimated $90.2K and bringing the position to 23,895 shares worth $597K. The position accounts for 0.07% of the portfolio, ranked #68.

Johnson Bixby & Associates first reported a position in SUSB in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.49M in Q1 2023. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Johnson Bixby & Associates held 23,895 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $597K as of Q2 2026.
  • Johnson Bixby & Associates bought 3,608 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $90.2K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.07% of Johnson Bixby & Associates's portfolio in Q2 2026, its #68 holding.
  • Johnson Bixby & Associates first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Johnson Bixby & Associates's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.49M in Q1 2023.
  • 353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.