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

Mather Group’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 		$5.21M Buy
208,674
+18,533
+10% +$463K 0.05% 155
2026
Q1 		$4.77M Buy
190,141
+8,754
+5% +$221K 0.05% 139
2025
Q4 		$4.58M Buy
181,387
+18,801
+12% +$475K 0.05% 129
2025
Q3 		$4.12M Buy
162,586
+8,103
+5% +$204K 0.04% 138
2025
Q2 		$3.89M Sell
154,483
-30,886
-17% -$770K 0.04% 135
2025
Q1 		$4.63M Buy
185,369
+8,158
+5% +$203K 0.05% 119
2024
Q4 		$4.38M Buy
177,211
+20,571
+13% +$511K 0.06% 121
2024
Q3 		$3.94M Sell
156,640
-63,724
-29% -$1.58M 0.05% 127
2024
Q2 		$5.39M Buy
220,364
+40,172
+22% +$979K 0.07% 118
2024
Q1 		$4.41M Buy
180,192
+234
+0.1% +$5.72K 0.07% 98
2023
Q4 		$4.41M Buy
179,958
+59,475
+49% +$1.43M 0.07% 100
2023
Q3 		$2.86M Buy
120,483
+41,499
+53% +$990K 0.05% 126
2023
Q2 		$1.89M Buy
78,984
+28,501
+56% +$685K 0.03% 165
2023
Q1 		$1.21M Buy
50,483
+6,032
+14% +$144K 0.02% 195
2022
Q4 		$1.06M Buy
44,451
+6,762
+18% +$160K 0.02% 202
2022
Q3 		$885K Buy
37,689
+16,230
+76% +$390K 0.02% 211
2022
Q2 		$517K Buy
21,459
+3,635
+20% +$88.2K 0.01% 246
2022
Q1 		$439K Buy
17,824
+212
+1% +$5.32K 0.01% 283
2021
Q4 		$452K Buy
17,612
+1,158
+7% +$29.8K 0.01% 242
2021
Q3 		$427K Buy
+16,454
New +$428K 0.01% 184

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

Mather Group's SUSB Position: Q2 2026 in Review

Mather Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 9.7% in Q2 2026, buying an estimated $463K and bringing the position to 208,674 shares worth $5.21M. The position accounts for 0.05% of the portfolio, ranked #155.

Mather Group first reported a position in SUSB in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.39M in Q2 2024. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Mather Group held 208,674 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $5.21M as of Q2 2026.
  • Mather Group bought 18,533 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $463K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.05% of Mather Group's portfolio in Q2 2026, its #155 holding.
  • Mather Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Mather Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $5.39M in Q2 2024.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.