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

Mariner’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	$10.3M	Sell	412,165 -7,084	-2%	-$177K	0.01%	721
2026 Q1	$10.5M	Buy	419,249 +4,667	+1%	+$118K	0.01%	722
2025 Q4	$10.5M	Buy	414,582 +7,972	+2%	+$201K	0.01%	690
2025 Q3	$10.3M	Buy	406,610 +24,432	+6%	+$615K	0.01%	621
2025 Q2	$9.62M	Buy	382,178 +772	+0.2%	+$19.3K	0.01%	620
2025 Q1	$9.53M	Buy	381,406 +358,830	+1,589%	+$8.91M	0.02%	577
2024 Q4	$558K	Buy	22,576 +614	+3%	+$15.3K	﹤0.01%	2112
2024 Q3	$553K	Buy	21,962 +1,868	+9%	+$46.5K	﹤0.01%	2046
2024 Q2	$492K	Buy	20,094 +1,690	+9%	+$41.2K	﹤0.01%	2063
2024 Q1	$451K	Buy	+18,404	New	+$450K	﹤0.01%	2107
2023 Q2	–	Sell	-9,498	Closed	-$229K	–	2927
2023 Q1	$229K	Buy	+9,498	New	+$227K	﹤0.01%	2297

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

Mariner's SUSB Position: Q2 2026 in Review

Mariner reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.7% in Q2 2026, selling an estimated $177K and leaving 412,165 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #721.

Mariner first reported a position in SUSB in Q1 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q1 2026. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Mariner held 412,165 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $10.3M as of Q2 2026.
Mariner sold 7,084 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $177K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #721 holding.
Mariner first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2023 and has held it in 11 quarters since.
Mariner's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $10.5M 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 Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.