Midwest Financial Partners Investments’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Midwest Financial Partners Investments’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	$652K	Buy	26,084 +5,864	+29%	+$147K	0.27%	43
2026 Q1	$507K	Buy	20,220 +2,106	+12%	+$53.1K	0.27%	45
2025 Q4	$457K	Buy	+18,114	New	+$458K	0.25%	49

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

Midwest Financial Partners Investments's SUSB Position: Q2 2026 in Review

Midwest Financial Partners Investments increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 29% in Q2 2026, buying an estimated $147K and bringing the position to 26,084 shares worth $652K. The position accounts for 0.27% of the portfolio, ranked #43.

Midwest Financial Partners Investments first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Midwest Financial Partners Investments held 26,084 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $652K as of Q2 2026.
Midwest Financial Partners Investments bought 5,864 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $147K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.27% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #43 holding.
Midwest Financial Partners Investments first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 3 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 Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.