Mason & Associates (California)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Mason & Associates (California)’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	$763K	Buy	30,535 +296	+1%	+$7.4K	0.12%	90
2026 Q1	$756K	Buy	30,239 +17,877	+145%	+$451K	0.15%	86
2025 Q4	$312K	Buy	12,362 +60	+0.5%	+$1.52K	0.06%	132
2025 Q3	$311K	Hold	12,302	–	–	0.06%	107
2025 Q2	$310K	Buy	12,302 +128	+1%	+$3.19K	0.07%	95
2025 Q1	$304K	Buy	+12,174	New	+$302K	0.08%	85

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

Mason & Associates (California)'s SUSB Position: Q2 2026 in Review

Mason & Associates (California) increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.98% in Q2 2026, buying an estimated $7.4K and bringing the position to 30,535 shares worth $763K. The position accounts for 0.12% of the portfolio, ranked #90.

Mason & Associates (California) first reported a position in SUSB in Q1 2025 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Mason & Associates (California) held 30,535 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $763K as of Q2 2026.
Mason & Associates (California) bought 296 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $7.4K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.12% of Mason & Associates (California)'s portfolio in Q2 2026, its #90 holding.
Mason & Associates (California) first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and has held it in 6 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 Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.