MAI Capital Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

MAI Capital Management’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	$226K	Buy	9,054 +70	+0.8%	+$1.75K	﹤0.01%	1754
2026 Q1	$225K	Buy	8,984 +58	+0.6%	+$1.46K	﹤0.01%	1404
2025 Q4	$225K	Sell	8,926 -30	-0.3%	-$758	﹤0.01%	1265
2025 Q3	$227K	Buy	8,956 +86	+1%	+$2.17K	﹤0.01%	1225
2025 Q2	$223K	Sell	8,870 -66	-0.7%	-$1.65K	﹤0.01%	1131
2025 Q1	$223K	Sell	8,936 -4	-0%	-$99	﹤0.01%	1079
2024 Q4	$221K	Buy	+8,940	New	+$222K	﹤0.01%	1106

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

MAI Capital Management's SUSB Position: Q2 2026 in Review

MAI Capital Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.78% in Q2 2026, buying an estimated $1.75K and bringing the position to 9,054 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

MAI Capital Management first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $227K in Q3 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

MAI Capital Management held 9,054 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $226K as of Q2 2026.
MAI Capital Management bought 70 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $1.75K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1754 holding.
MAI Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $227K in Q3 2025.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.