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

MOTCO’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	$133K	Hold	5,319	–	–	0.01%	245
2026 Q1	$133K	Hold	5,319	–	–	0.01%	247
2025 Q4	$134K	Buy	5,319 +458	+9%	+$11.6K	0.01%	243
2025 Q3	$123K	Buy	4,861 +453	+10%	+$11.4K	0.01%	253
2025 Q2	$111K	Buy	4,408 +1,056	+32%	+$26.3K	0.01%	246
2025 Q1	$83.8K	Buy	3,352 +1,490	+80%	+$37K	0.01%	248
2024 Q4	$46K	Buy	1,862 +998	+116%	+$24.8K	﹤0.01%	290
2024 Q3	$21.7K	Buy	+864	New	+$21.5K	﹤0.01%	407

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

MOTCO's SUSB Position: Q2 2026 in Review

MOTCO held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 5,319 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #245.

MOTCO first reported a position in SUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $134K in Q4 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

MOTCO held 5,319 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $133K as of Q2 2026.
MOTCO left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of MOTCO's portfolio in Q2 2026, its #245 holding.
MOTCO first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
MOTCO's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $134K in Q4 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 MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.