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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 		$1.33M Buy
53,355
+5,528
+12% +$138K 0.12% 92
2026
Q1 		$1.2M Buy
47,827
+8,685
+22% +$219K 0.13% 88
2025
Q4 		$988K Buy
39,142
+4,276
+12% +$108K 0.11% 97
2025
Q3 		$882K Buy
34,866
+1,531
+5% +$38.6K 0.1% 96
2025
Q2 		$839K Sell
33,335
-2,815
-8% -$70.2K 0.11% 90
2025
Q1 		$903K Buy
36,150
+6,216
+21% +$154K 0.14% 78
2024
Q4 		$739K Buy
29,934
+10,429
+53% +$259K 0.12% 87
2024
Q3 		$491K Buy
19,505
+2,525
+15% +$62.8K 0.08% 110
2024
Q2 		$416K Buy
16,980
+449
+3% +$10.9K 0.08% 109
2024
Q1 		$405K Buy
16,531
+5,908
+56% +$144K 0.08% 107
2023
Q4 		$260K Buy
+10,623
New +$255K 0.06% 135

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

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

Legacy Edge Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 12% in Q2 2026, buying an estimated $138K and bringing the position to 53,355 shares worth $1.33M. The position accounts for 0.12% of the portfolio, ranked #92.

Legacy Edge Advisors first reported a position in SUSB in Q4 2023 and has held it in 11 quarters since. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Legacy Edge Advisors held 53,355 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.33M as of Q2 2026.
  • Legacy Edge Advisors bought 5,528 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $138K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.12% of Legacy Edge Advisors's portfolio in Q2 2026, its #92 holding.
  • Legacy Edge Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 353 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.