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

LRI Investments’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	$282K	Hold	11,268	–	–	0.02%	270
2026 Q1	$282K	Buy	11,268 +821	+8%	+$20.7K	0.03%	240
2025 Q4	$264K	Buy	10,447 +73	+0.7%	+$1.84K	0.02%	246
2025 Q3	$263K	Buy	10,374 +1,048	+11%	+$26.4K	0.02%	254
2025 Q2	$235K	Hold	9,326	–	–	0.02%	259
2025 Q1	$233K	Buy	+9,326	New	+$232K	0.02%	244

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LRI Investments's SUSB Position: Q2 2026 in Review

LRI Investments held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 11,268 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #270.

LRI Investments first reported a position in SUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $282K in Q1 2026. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

LRI Investments held 11,268 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $282K as of Q2 2026.
LRI Investments left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of LRI Investments's portfolio in Q2 2026, its #270 holding.
LRI Investments first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
LRI Investments's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $282K in Q1 2026.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.