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

Mutual Advisors’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	$975K	Buy	39,015 +8,265	+27%	+$207K	0.02%	668
2026 Q1	$771K	Buy	30,750 +12,454	+68%	+$314K	0.02%	695
2025 Q4	$462K	Buy	18,296 +7,521	+70%	+$190K	0.01%	916
2025 Q3	$273K	Buy	+10,775	New	+$271K	0.01%	1090
2023 Q3	–	Sell	-9,118	Closed	-$218K	–	1044
2023 Q2	$218K	Sell	9,118 -11	-0.1%	-$264	0.01%	920
2023 Q1	$220K	Buy	9,129 +83	+0.9%	+$1.99K	0.01%	891
2022 Q4	$215K	Buy	+9,046	New	+$214K	0.01%	850

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

Mutual Advisors's SUSB Position: Q2 2026 in Review

Mutual Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 27% in Q2 2026, buying an estimated $207K and bringing the position to 39,015 shares worth $975K. The position accounts for 0.02% of the portfolio, ranked #668.

Mutual Advisors first reported a position in SUSB in Q4 2022 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Mutual Advisors held 39,015 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $975K as of Q2 2026.
Mutual Advisors bought 8,265 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $207K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #668 holding.
Mutual Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.