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Modera Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Modera Wealth Management’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 		$12.4M Buy
497,659
+9,930
+2% +$248K 0.13% 116
2026
Q1 		$12.2M Buy
487,729
+7,042
+1% +$178K 0.15% 111
2025
Q4 		$12.1M Sell
480,687
-4,374
-0.9% -$110K 0.14% 110
2025
Q3 		$12.3M Sell
485,061
-12,730
-3% -$321K 0.14% 110
2025
Q2 		$12.5M Sell
497,791
-872
-0.2% -$21.7K 0.16% 111
2025
Q1 		$12.5M Buy
498,663
+185
+0% +$4.59K 0.17% 110
2024
Q4 		$12.3M Buy
498,478
+1,059
+0.2% +$26.3K 0.15% 106
2024
Q3 		$12.5M Buy
497,419
+74,689
+18% +$1.86M 0.16% 102
2024
Q2 		$10.4M Sell
422,730
-20,555
-5% -$501K 0.15% 109
2024
Q1 		$10.9M Buy
443,285
+11,759
+3% +$287K 0.17% 105
2023
Q4 		$10.6M Buy
431,526
+22,667
+6% +$543K 0.17% 104
2023
Q3 		$9.72M Buy
408,859
+8,617
+2% +$206K 0.18% 105
2023
Q2 		$9.57M Buy
400,242
+385,047
+2,534% +$9.25M 0.17% 109
2023
Q1 		$366K Sell
15,195
-990
-6% -$23.7K 0.01% 258
2022
Q4 		$385K Buy
16,185
+4,872
+43% +$115K 0.02% 242
2022
Q3 		$266K Hold
11,313
– – 0.01% 265
2022
Q2 		$273K Hold
11,313
– – 0.01% 270
2022
Q1 		$279K Hold
11,313
– – 0.01% 293
2021
Q4 		$290K Buy
+11,313
New +$291K 0.01% 428

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

Modera Wealth Management's SUSB Position: Q2 2026 in Review

Modera Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2% in Q2 2026, buying an estimated $248K and bringing the position to 497,659 shares worth $12.4M. The position accounts for 0.13% of the portfolio, ranked #116.

Modera Wealth Management first reported a position in SUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.5M in Q2 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Modera Wealth Management held 497,659 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $12.4M as of Q2 2026.
  • Modera Wealth Management bought 9,930 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $248K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.13% of Modera Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Modera Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Modera Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $12.5M in Q2 2025.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.