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

LexAurum 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 		$767K Buy
30,674
+6,557
+27% +$164K 0.09% 183
2026
Q1 		$604K Buy
+24,117
New +$608K 0.08% 193
2025
Q3 		$560K Buy
22,106
+3,294
+18% +$83K 0.08% 189
2025
Q2 		$474K Buy
18,812
+1,097
+6% +$27.4K 0.07% 204
2025
Q1 		$443K Sell
17,715
-4,158
-19% -$103K 0.08% 205
2024
Q4 		$540K Buy
21,873
+1,169
+6% +$29K 0.11% 174
2024
Q3 		$521K Buy
20,704
+7,852
+61% +$195K 0.11% 160
2024
Q2 		$315K Buy
12,852
+1,553
+14% +$37.8K 0.08% 215
2024
Q1 		$277K Buy
11,299
+703
+7% +$17.2K 0.07% 238
2023
Q4 		$259K Buy
10,596
+434
+4% +$10.4K 0.07% 249
2023
Q3 		$242K Buy
10,162
+311
+3% +$7.42K 0.07% 239
2023
Q2 		$236K Buy
+9,851
New +$237K 0.07% 233

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

LexAurum Advisors's SUSB Position: Q2 2026 in Review

LexAurum Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 27% in Q2 2026, buying an estimated $164K and bringing the position to 30,674 shares worth $767K. The position accounts for 0.09% of the portfolio, ranked #183.

LexAurum Advisors first reported a position in SUSB in Q2 2023 and has held it in 12 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • LexAurum Advisors held 30,674 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $767K as of Q2 2026.
  • LexAurum Advisors bought 6,557 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $164K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.09% of LexAurum Advisors's portfolio in Q2 2026, its #183 holding.
  • LexAurum Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

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