MHS
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M Holdings Securities’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

M Holdings Securities’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 		$600K Buy
24,009
+2,296
+11% +$57.4K 0.08% 118
2026
Q1 		$543K Buy
21,713
+2
+0% +$50 0.04% 244
2025
Q4 		$548K Buy
+21,711
New +$548K 0.04% 239
2024
Q3 		– Sell
-47,735
Closed -$1.17M – 275
2024
Q2 		$1.17M Buy
+47,735
New +$1.16M 0.15% 86

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

M Holdings Securities's SUSB Position: Q2 2026 in Review

M Holdings Securities increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 11% in Q2 2026, buying an estimated $57.4K and bringing the position to 24,009 shares worth $600K. The position accounts for 0.08% of the portfolio, ranked #118.

M Holdings Securities first reported a position in SUSB in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.17M in Q2 2024. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • M Holdings Securities held 24,009 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $600K as of Q2 2026.
  • M Holdings Securities bought 2,296 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $57.4K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.08% of M Holdings Securities's portfolio in Q2 2026, its #118 holding.
  • M Holdings Securities first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • M Holdings Securities's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.17M in Q2 2024.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.