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

Kondo Wealth Advisors’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	$1.78M	Sell	71,253 -10,114	-12%	-$253K	0.6%	18
2026 Q1	$2.04M	Sell	81,367 -998	-1%	-$25.2K	0.77%	15
2025 Q4	$2.08M	Sell	82,365 -20,322	-20%	-$513K	0.8%	16
2025 Q3	$2.6M	Sell	102,687 -3,613	-3%	-$91K	1.05%	14
2025 Q2	$2.66M	Sell	106,300 -27,010	-20%	-$674K	1.18%	13
2025 Q1	$3.33M	Sell	133,310 -17,299	-11%	-$429K	1.64%	13
2024 Q4	$3.72M	Buy	+150,609	New	+$3.74M	1.89%	13

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

Kondo Wealth Advisors's SUSB Position: Q2 2026 in Review

Kondo Wealth Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 12% in Q2 2026, selling an estimated $253K and leaving 71,253 shares worth $1.78M. The position accounts for 0.6% of the portfolio, ranked #18.

Kondo Wealth Advisors first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.72M in Q4 2024. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Kondo Wealth Advisors held 71,253 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.78M as of Q2 2026.
Kondo Wealth Advisors sold 10,114 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $253K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.6% of Kondo Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Kondo Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Kondo Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.72M in Q4 2024.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.