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

MML Investors Services’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 		$4.28M Buy
171,428
+152,615
+811% +$3.81M 0.01% 1079
2026
Q1 		$472K Sell
18,813
-9,498
-34% -$239K ﹤0.01% 2259
2025
Q4 		$715K Buy
28,311
+5,118
+22% +$129K ﹤0.01% 2014
2025
Q3 		$587K Sell
23,193
-5,259
-18% -$132K ﹤0.01% 2064
2025
Q2 		$716K Sell
28,452
-5,363
-16% -$134K ﹤0.01% 1866
2025
Q1 		$845K Sell
33,815
-63,298
-65% -$1.57M ﹤0.01% 1690
2024
Q4 		$2.4M Buy
97,113
+16,308
+20% +$405K 0.01% 1037
2024
Q3 		$2.03M Buy
80,805
+61,060
+309% +$1.52M 0.01% 1083
2024
Q2 		$484K Sell
19,745
-2,177
-10% -$53.1K ﹤0.01% 1808
2024
Q1 		$537K Buy
21,922
+4,965
+29% +$121K ﹤0.01% 1753
2023
Q4 		$415K Sell
16,957
-533
-3% -$12.8K ﹤0.01% 1860
2023
Q3 		$416K Sell
17,490
-626
-3% -$14.9K ﹤0.01% 1736
2023
Q2 		$433K Buy
18,116
+6,912
+62% +$166K ﹤0.01% 1725
2023
Q1 		$270K Sell
11,204
-62,660
-85% -$1.5M ﹤0.01% 1737
2022
Q4 		$1.76M Buy
73,864
+40,538
+122% +$957K 0.01% 877
2022
Q3 		$783K Sell
33,326
-2,776
-8% -$66.8K 0.01% 1184
2022
Q2 		$870K Sell
36,102
-2,011
-5% -$48.8K 0.01% 1110
2022
Q1 		$939K Sell
38,113
-63,004
-62% -$1.58M 0.01% 1120
2021
Q4 		$2.59M Sell
101,117
-59,037
-37% -$1.52M 0.02% 662
2021
Q3 		$4.16M Sell
160,154
-86,285
-35% -$2.25M 0.03% 466
2021
Q2 		$6.42M Buy
246,439
+177,506
+258% +$4.62M 0.05% 341
2021
Q1 		$1.79M Buy
68,933
+40,282
+141% +$1.05M 0.02% 693
2020
Q4 		$750K Sell
28,651
-4,739
-14% -$124K 0.01% 957
2020
Q3 		$872K Buy
33,390
+11,129
+50% +$290K 0.01% 816
2020
Q2 		$579K Buy
22,261
+1,931
+9% +$49.5K 0.01% 931
2020
Q1 		$507K Buy
20,330
+9,877
+94% +$249K 0.01% 857
2019
Q4 		$266K Sell
10,453
-2,419
-19% -$61.5K ﹤0.01% 1302
2019
Q3 		$328K Sell
12,872
-4,924
-28% -$125K 0.01% 1139
2019
Q2 		$451K Sell
17,796
-570
-3% -$14.3K 0.01% 1075
2019
Q1 		$460K Buy
+18,366
New +$454K 0.01% 1043

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return

MML Investors Services's SUSB Position: Q2 2026 in Review

MML Investors Services increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 811% in Q2 2026, buying an estimated $3.81M and bringing the position to 171,428 shares worth $4.28M. The position accounts for 0.01% of the portfolio, ranked #1079.

MML Investors Services first reported a position in SUSB in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.42M in Q2 2021. 235 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • MML Investors Services held 171,428 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $4.28M as of Q2 2026.
  • MML Investors Services bought 152,615 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $3.81M.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1079 holding.
  • MML Investors Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • MML Investors Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $6.42M in Q2 2021.
  • 235 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.