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

Napier Financial’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 		$260K Buy
10,424
+360
+4% +$9K 0.05% 104
2026
Q1 		$252K Sell
10,064
-1,278
-11% -$32.2K 0.06% 95
2025
Q4 		$286K Buy
+11,342
New +$287K 0.07% 50

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

Napier Financial's SUSB Position: Q2 2026 in Review

Napier Financial increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.6% in Q2 2026, buying an estimated $9K and bringing the position to 10,424 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #104.

Napier Financial first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $286K in Q4 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Napier Financial held 10,424 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $260K as of Q2 2026.
  • Napier Financial bought 360 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $9K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.05% of Napier Financial's portfolio in Q2 2026, its #104 holding.
  • Napier Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Napier Financial's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $286K 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 Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.