Jones Financial Companies’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Jones Financial Companies’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	$558K	Buy	22,320 +11,909	+114%	+$298K	﹤0.01%	2169
2026 Q1	$260K	Buy	10,411 +5,069	+95%	+$128K	﹤0.01%	2301
2025 Q4	$135K	Buy	5,342 +2,778	+108%	+$70.2K	﹤0.01%	2098
2025 Q3	$64.8K	Buy	2,564 +223	+10%	+$5.62K	﹤0.01%	2268
2025 Q2	$58.9K	Buy	2,341 +287	+14%	+$7.16K	﹤0.01%	2157
2025 Q1	$51.3K	Buy	2,054 +1,329	+183%	+$33K	﹤0.01%	2052
2024 Q4	$17.9K	Hold	725	–	–	﹤0.01%	2302
2024 Q3	$18.3K	Buy	+725	New	+$18K	﹤0.01%	1979

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

Jones Financial Companies's SUSB Position: Q2 2026 in Review

Jones Financial Companies increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 114% in Q2 2026, buying an estimated $298K and bringing the position to 22,320 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Jones Financial Companies first reported a position in SUSB in Q3 2024 and has held it in 8 quarters since. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Jones Financial Companies held 22,320 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $558K as of Q2 2026.
Jones Financial Companies bought 11,909 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $298K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2169 holding.
Jones Financial Companies first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.