Morton Brown Family Wealth’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Morton Brown Family Wealth’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	$164K	Buy	6,551 +374	+6%	+$9.35K	0.04%	78
2026 Q1	$155K	Buy	6,177 +1,502	+32%	+$37.9K	0.04%	75
2025 Q4	$118K	Buy	4,675 +373	+9%	+$9.42K	0.03%	83
2025 Q3	$109K	Buy	4,302 +14	+0.3%	+$353	0.03%	84
2025 Q2	$108K	Buy	4,288 +185	+5%	+$4.61K	0.03%	82
2025 Q1	$103K	Buy	4,103 +66	+2%	+$1.64K	0.03%	81
2024 Q4	$99.7K	Buy	4,037 +1,407	+53%	+$35K	0.03%	82
2024 Q3	$66.2K	Hold	2,630	–	–	0.02%	88
2024 Q2	$64.9K	Sell	2,630 -89	-3%	-$2.17K	0.03%	84
2024 Q1	$66.6K	Buy	2,719 +130	+5%	+$3.18K	0.03%	79
2023 Q4	$63.4K	Buy	2,589 +9	+0.3%	+$216	0.03%	88
2023 Q3	$61.3K	Buy	2,580 +83	+3%	+$1.98K	0.03%	71
2023 Q2	$59.7K	Buy	2,497 +14	+0.6%	+$336	0.03%	68
2023 Q1	$59.7K	Buy	2,483 +142	+6%	+$3.4K	0.04%	71
2022 Q4	$55.6K	Buy	2,341 +2	+0.1%	+$47	0.04%	72
2022 Q3	$55K	Buy	2,339 +19	+0.8%	+$457	0.04%	64
2022 Q2	$56K	Buy	2,320 +22	+1%	+$534	0.04%	62
2022 Q1	$57K	Hold	2,298	–	–	0.04%	65
2021 Q4	$59K	Buy	+2,298	New	+$59.2K	0.05%	70

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

Morton Brown Family Wealth's SUSB Position: Q2 2026 in Review

Morton Brown Family Wealth increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 6.1% in Q2 2026, buying an estimated $9.35K and bringing the position to 6,551 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #78.

Morton Brown Family Wealth first reported a position in SUSB in Q4 2021 and has held it in 19 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Morton Brown Family Wealth held 6,551 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $164K as of Q2 2026.
Morton Brown Family Wealth bought 374 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $9.35K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Morton Brown Family Wealth's portfolio in Q2 2026, its #78 holding.
Morton Brown Family Wealth 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.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.