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

Larson Financial Group’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 		$106K Sell
4,229
-6,747
-61% -$169K ﹤0.01% 1153
2026
Q1 		$275K Sell
10,976
-1,769
-14% -$44.6K 0.01% 628
2025
Q4 		$322K Sell
12,745
-7,130
-36% -$180K 0.01% 587
2025
Q3 		$503K Buy
19,875
+554
+3% +$14K 0.02% 461
2025
Q2 		$486K Buy
19,321
+310
+2% +$7.73K 0.02% 437
2025
Q1 		$475K Sell
19,011
-4,489
-19% -$111K 0.02% 420
2024
Q4 		$580K Buy
23,500
+1,298
+6% +$32.2K 0.03% 322
2024
Q3 		$559K Buy
22,202
+28
+0.1% +$696 0.03% 317
2024
Q2 		$543K Buy
22,174
+195
+0.9% +$4.75K 0.04% 258
2024
Q1 		$538K Sell
21,979
-365
-2% -$8.92K 0.04% 231
2023
Q4 		$547K Sell
22,344
-19
-0.1% -$455 0.05% 206
2023
Q3 		$532K Buy
22,363
+315
+1% +$7.52K 0.05% 188
2023
Q2 		$527K Buy
22,048
+954
+5% +$22.9K 0.05% 191
2023
Q1 		$508K Buy
21,094
+605
+3% +$14.5K 0.06% 196
2022
Q4 		$487K Buy
20,489
+262
+1% +$6.18K 0.06% 195
2022
Q3 		$475K Buy
20,227
+2,852
+16% +$68.6K 0.07% 172
2022
Q2 		$419K Buy
17,375
+5,492
+46% +$133K 0.07% 112
2022
Q1 		$293K Buy
11,883
+1,891
+19% +$47.5K 0.05% 161
2021
Q4 		$256K Buy
9,992
+721
+8% +$18.6K 0.04% 172
2021
Q3 		$241K Buy
9,271
+1,493
+19% +$38.9K 0.05% 130
2021
Q2 		$203K Buy
7,778
+250
+3% +$6.51K 0.05% 128
2021
Q1 		$196K Buy
7,528
+7,364
+4,490% +$192K 0.06% 114
2020
Q4 		$4K Buy
+164
New +$4.28K ﹤0.01% 586

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

Larson Financial Group's SUSB Position: Q2 2026 in Review

Larson Financial Group reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 61% in Q2 2026, selling an estimated $169K and leaving 4,229 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Larson Financial Group first reported a position in SUSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $580K in Q4 2024. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Larson Financial Group held 4,229 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $106K as of Q2 2026.
  • Larson Financial Group sold 6,747 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $169K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1153 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Larson Financial Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $580K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

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