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Marshall Financial Group (Maryland)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Marshall Financial Group (Maryland)’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 		$441K Buy
17,648
+4,294
+32% +$107K 0.06% 222
2026
Q1 		$335K Sell
13,354
-120
-0.9% -$3.02K 0.05% 238
2025
Q4 		$340K Buy
13,474
+757
+6% +$19.1K 0.07% 229
2025
Q3 		$322K Sell
12,717
-1,114
-8% -$28.1K 0.06% 208
2025
Q2 		$346K Sell
13,831
-413
-3% -$10.3K 0.07% 202
2025
Q1 		$356K Sell
14,244
-139
-1% -$3.45K 0.08% 180
2024
Q4 		$355K Sell
14,383
-723
-5% -$18K 0.09% 164
2024
Q3 		$380K Buy
15,106
+114
+0.8% +$2.83K 0.09% 166
2024
Q2 		$367K Buy
14,992
+1,133
+8% +$27.6K 0.1% 138
2024
Q1 		$339K Sell
13,859
-22
-0.2% -$538 0.1% 140
2023
Q4 		$340K Sell
13,881
-101
-0.7% -$2.42K 0.11% 141
2023
Q3 		$332K Sell
13,982
-92
-0.7% -$2.2K 0.12% 142
2023
Q2 		$337K Buy
14,074
+2,434
+21% +$58.5K 0.11% 139
2023
Q1 		$280K Buy
11,640
+1,016
+10% +$24.3K 0.1% 152
2022
Q4 		$253K Sell
10,624
-1,939
-15% -$45.8K 0.1% 151
2022
Q3 		$295K Buy
12,563
+45
+0.4% +$1.08K 0.12% 147
2022
Q2 		$302K Buy
12,518
+3,259
+35% +$79.1K 0.12% 148
2022
Q1 		$228K Buy
+9,259
New +$232K 0.09% 191

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

Marshall Financial Group (Maryland)'s SUSB Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 32% in Q2 2026, buying an estimated $107K and bringing the position to 17,648 shares worth $441K. The position accounts for 0.06% of the portfolio, ranked #222.

Marshall Financial Group (Maryland) first reported a position in SUSB in Q1 2022 and has held it in 18 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Marshall Financial Group (Maryland) held 17,648 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $441K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 4,294 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $107K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #222 holding.
  • Marshall Financial Group (Maryland) first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.