LEA
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Legacy Edge Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Legacy Edge 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 		$839K Sell
33,335
-14,492
-30% -$362K 0.11% 90
2026
Q1 		$1.2M Buy
47,827
+8,685
+22% +$219K 0.13% 88
2025
Q4 		$988K Buy
+39,142
New +$989K 0.11% 97

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return

Legacy Edge Advisors's SUSB Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 30% in Q2 2026, selling an estimated $362K and leaving 33,335 shares worth $839K. The position accounts for 0.11% of the portfolio, ranked #90.

Legacy Edge Advisors first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q1 2026. 235 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Legacy Edge Advisors held 33,335 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $839K as of Q2 2026.
  • Legacy Edge Advisors sold 14,492 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $362K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.11% of Legacy Edge Advisors's portfolio in Q2 2026, its #90 holding.
  • Legacy Edge Advisors 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.
  • Legacy Edge Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.2M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.