Lugano Financial Advisors SA (LFA)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Lugano Financial Advisors SA (LFA)’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	–	Sell	-457,113	Closed	-$11.4M	–	281
2026 Q1	$11.4M	Hold	457,113	–	–	5.78%	5
2025 Q4	$11.5M	Hold	457,113	–	–	5.96%	4
2025 Q3	$11.5M	Hold	457,113	–	–	6.08%	3
2025 Q2	$11.4M	Buy	457,113 +218,161	+91%	+$5.44M	6.77%	3
2025 Q1	$5.97M	Buy	238,952 +21,230	+10%	+$527K	4.06%	4
2024 Q4	$5.38M	Hold	217,722	–	–	3.52%	5
2024 Q3	$5.48M	Sell	217,722 -3,200	-1%	-$79.6K	3.72%	3
2024 Q2	$5.41M	Hold	220,922	–	–	4.12%	4
2024 Q1	$5.41M	Sell	220,922 -7,183	-3%	-$176K	3.94%	2
2023 Q4	$5.58M	Buy	228,105 +66,015	+41%	+$1.58M	4.39%	2
2023 Q3	$3.85M	Buy	+162,090	New	+$3.87M	3.3%	10

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

Lugano Financial Advisors SA (LFA)'s SUSB Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026, closing a stake of 457,113 shares — an estimated $11.4M sold.

Lugano Financial Advisors SA (LFA) first reported a position in SUSB in Q3 2023 and held it in 11 quarters. The position peaked at $11.5M in Q4 2025. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Lugano Financial Advisors SA (LFA) reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 457,113 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $11.4M.
Lugano Financial Advisors SA (LFA) first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2023 and held it in 11 quarters.
Lugano Financial Advisors SA (LFA)'s iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $11.5M in Q4 2025.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.