Kestra Advisory Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Kestra Advisory Services’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	$1.26M	Buy	50,331 +5,597	+13%	+$140K	﹤0.01%	1666
2026 Q1	$1.12M	Buy	44,734 +5,413	+14%	+$136K	﹤0.01%	1649
2025 Q4	$992K	Buy	39,321 +18,043	+85%	+$456K	﹤0.01%	1656
2025 Q3	$539K	Buy	21,278 +1,085	+5%	+$27.3K	﹤0.01%	2007
2025 Q2	$508K	Buy	20,193 +3,082	+18%	+$76.9K	﹤0.01%	1955
2025 Q1	$428K	Sell	17,111 -2,468	-13%	-$61.3K	﹤0.01%	1924
2024 Q4	$484K	Sell	19,579 -4,246	-18%	-$105K	﹤0.01%	1892
2024 Q3	$599K	Sell	23,825 -2,432	-9%	-$60.5K	﹤0.01%	1652
2024 Q2	$643K	Buy	26,257 +6,325	+32%	+$154K	﹤0.01%	1613
2024 Q1	$488K	Buy	19,932 +1,584	+9%	+$38.7K	﹤0.01%	1683
2023 Q4	$449K	Buy	18,348 +164	+0.9%	+$3.93K	﹤0.01%	1589
2023 Q3	$432K	Buy	18,184 +1,137	+7%	+$27.1K	﹤0.01%	1449
2023 Q2	$408K	Buy	17,047 +2,573	+18%	+$61.8K	﹤0.01%	1426
2023 Q1	$348K	Sell	14,474 -9,105	-39%	-$218K	﹤0.01%	1477
2022 Q4	$560K	Buy	23,579 +11,867	+101%	+$280K	0.01%	1345
2022 Q3	$275K	Buy	11,712 +963	+9%	+$23.2K	﹤0.01%	1648
2022 Q2	$259K	Buy	+10,749	New	+$261K	﹤0.01%	1723
2022 Q1	–	Sell	-18,858	Closed	-$484K	–	2122
2021 Q4	$484K	Sell	18,858 -11,842	-39%	-$305K	﹤0.01%	1342
2021 Q3	$798K	Buy	30,700 +8,489	+38%	+$221K	0.01%	1135
2021 Q2	$578K	Buy	+22,211	New	+$578K	0.01%	1215
2021 Q1	–	Sell	-12,321	Closed	-$322K	–	2056
2020 Q4	$322K	Buy	+12,321	New	+$322K	﹤0.01%	1437

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

Kestra Advisory Services's SUSB Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 13% in Q2 2026, buying an estimated $140K and bringing the position to 50,331 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Kestra Advisory Services first reported a position in SUSB in Q4 2020 and has held it in 21 quarters since. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Kestra Advisory Services held 50,331 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.26M as of Q2 2026.
Kestra Advisory Services bought 5,597 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $140K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1666 holding.
Kestra Advisory Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.