Kingsview Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Kingsview Wealth Management’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	$207K	Buy	+8,293	New	+$207K	﹤0.01%	1344
2021 Q2	–	Sell	-8,084	Closed	-$210K	–	1013
2021 Q1	$210K	Buy	+8,084	New	+$211K	0.01%	761

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

Kingsview Wealth Management's SUSB Position: Q2 2026 in Review

Kingsview Wealth Management opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 8,293 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1344 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in SUSB as recently as Q1 2021.

Kingsview Wealth Management first reported a position in SUSB in Q1 2021 and has held it in 2 quarters since. The position peaked at $210K in Q1 2021. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Kingsview Wealth Management held 8,293 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $207K as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Kingsview Wealth Management position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1344 holding.
Kingsview Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 2 quarters since.
Kingsview Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $210K in Q1 2021.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.