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

Level Financial 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 		$881K Buy
35,262
+415
+1% +$10.4K 0.2% 52
2026
Q1 		$873K Buy
34,847
+21
+0.1% +$529 0.22% 52
2025
Q4 		$879K Buy
34,826
+297
+0.9% +$7.5K 0.23% 53
2025
Q3 		$874K Sell
34,529
-1,657
-5% -$41.7K 0.25% 53
2025
Q2 		$911K Sell
36,186
-794
-2% -$19.8K 0.28% 49
2025
Q1 		$924K Sell
36,980
-275
-0.7% -$6.83K 0.31% 49
2024
Q4 		$920K Buy
37,255
+8,064
+28% +$200K 0.34% 45
2024
Q3 		$734K Sell
29,191
-1,199
-4% -$29.8K 0.28% 45
2024
Q2 		$744K Buy
30,390
+470
+2% +$11.5K 0.32% 41
2024
Q1 		$732K Buy
29,920
+1,232
+4% +$30.1K 0.33% 43
2023
Q4 		$702K Sell
28,688
-934
-3% -$22.4K 0.35% 39
2023
Q3 		$704K Sell
29,622
-15,706
-35% -$375K 0.39% 32
2023
Q2 		$1.08M Sell
45,328
-3,257
-7% -$78.2K 0.61% 28
2023
Q1 		$1.17M Sell
48,585
-647
-1% -$15.5K 0.7% 28
2022
Q4 		$1.17M Buy
49,232
+9,663
+24% +$228K 0.77% 28
2022
Q3 		$929K Sell
39,569
-425
-1% -$10.2K 0.69% 23
2022
Q2 		$963K Sell
39,994
-1,161
-3% -$28.2K 0.71% 23
2022
Q1 		$1.01M Buy
41,155
+10,120
+33% +$254K 0.78% 21
2021
Q4 		$796K Buy
+31,035
New +$799K 0.61% 22

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

Level Financial Advisors's SUSB Position: Q2 2026 in Review

Level Financial Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.2% in Q2 2026, buying an estimated $10.4K and bringing the position to 35,262 shares worth $881K. The position accounts for 0.2% of the portfolio, ranked #52.

Level Financial Advisors first reported a position in SUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2022. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Level Financial Advisors held 35,262 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $881K as of Q2 2026.
  • Level Financial Advisors bought 415 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $10.4K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.2% of Level Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Level Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Level Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.17M in Q4 2022.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.