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

Kelsey Financial’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 		$575K Buy
23,002
+500
+2% +$12.5K 0.44% 31
2026
Q1 		$564K Buy
22,502
+969
+5% +$24.4K 0.49% 30
2025
Q4 		$543K Buy
+21,533
New +$544K 0.47% 30

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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

Kelsey Financial's SUSB Position: Q2 2026 in Review

Kelsey Financial increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.2% in Q2 2026, buying an estimated $12.5K and bringing the position to 23,002 shares worth $575K. The position accounts for 0.44% of the portfolio, ranked #31.

Kelsey Financial first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Kelsey Financial held 23,002 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $575K as of Q2 2026.
  • Kelsey Financial bought 500 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $12.5K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.44% of Kelsey Financial's portfolio in Q2 2026, its #31 holding.
  • Kelsey Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.