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

Mosley 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	$12.1K	Buy	483 +3	+0.6%	+$75	﹤0.01%	372
2026 Q1	$12.1K	Buy	+480	New	+$12.1K	0.01%	286

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

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

Mosley Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.63% in Q2 2026, buying an estimated $75 and bringing the position to 483 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Mosley Wealth Management first reported a position in SUSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $12.1K in Q1 2026. 218 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Mosley Wealth Management held 483 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $12.1K as of Q2 2026.
Mosley Wealth Management bought 3 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $75.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #372 holding.
Mosley Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Mosley Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $12.1K in Q1 2026.
218 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.