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Leonard Rickey Investment Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Leonard Rickey Investment 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 		$908K Sell
36,343
-7,227
-17% -$181K 0.14% 53
2026
Q1 		$1.09M Sell
43,570
-563
-1% -$14.2K 0.19% 44
2025
Q4 		$1.11M Sell
44,133
-2,957
-6% -$74.7K 0.2% 44
2025
Q3 		$1.19M Buy
47,090
+920
+2% +$23.2K 0.22% 42
2025
Q2 		$1.16M Sell
46,170
-3,710
-7% -$92.5K 0.23% 42
2025
Q1 		$1.24M Buy
49,880
+886
+2% +$22K 0.27% 35
2024
Q4 		$1.21M Sell
48,994
-677
-1% -$16.8K 0.28% 34
2024
Q3 		$1.25M Sell
49,671
-86
-0.2% -$2.14K 0.28% 36
2024
Q2 		$1.22M Buy
49,757
+467
+0.9% +$11.4K 0.29% 34
2024
Q1 		$1.21M Buy
49,290
+439
+0.9% +$10.7K 0.31% 32
2023
Q4 		$1.2M Buy
48,851
+3,269
+7% +$78.3K 0.35% 31
2023
Q3 		$1.08M Sell
45,582
-681
-1% -$16.3K 0.35% 32
2023
Q2 		$1.11M Buy
46,263
+4,678
+11% +$112K 0.42% 28
2023
Q1 		$1M Sell
41,585
-148
-0.4% -$3.54K 0.39% 29
2022
Q4 		$992K Sell
41,733
-3,776
-8% -$89.1K 0.42% 27
2022
Q3 		$1.07M Sell
45,509
-575
-1% -$13.8K 0.5% 23
2022
Q2 		$1.11M Buy
46,084
+765
+2% +$18.6K 0.49% 23
2022
Q1 		$1.12M Buy
45,319
+7,016
+18% +$176K 0.43% 29
2021
Q4 		$982K Buy
38,303
+2,034
+6% +$52.4K 0.36% 31
2021
Q3 		$942K Buy
36,269
+1,381
+4% +$36K 0.4% 30
2021
Q2 		$910K Buy
34,888
+22,836
+189% +$595K 0.39% 30
2021
Q1 		$313K Buy
+12,052
New +$314K 0.13% 50

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

Leonard Rickey Investment Advisors's SUSB Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 17% in Q2 2026, selling an estimated $181K and leaving 36,343 shares worth $908K. The position accounts for 0.14% of the portfolio, ranked #53.

Leonard Rickey Investment Advisors first reported a position in SUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.25M in Q3 2024. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Leonard Rickey Investment Advisors held 36,343 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $908K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 7,227 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $181K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.14% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Leonard Rickey Investment Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Leonard Rickey Investment Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.25M in Q3 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 Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.