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

NewEdge 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 		$3.93M Buy
157,156
+121,558
+341% +$3.04M 0.01% 869
2026
Q1 		$892K Sell
35,598
-9,879
-22% -$249K ﹤0.01% 1571
2025
Q4 		$1.15M Sell
45,477
-3,504
-7% -$88.5K ﹤0.01% 1399
2025
Q3 		$1.24M Sell
48,981
-5,260
-10% -$132K 0.01% 1277
2025
Q2 		$1.37M Buy
54,241
+585
+1% +$14.6K 0.01% 1116
2025
Q1 		$1.34M Sell
53,656
-6,116
-10% -$152K 0.01% 1029
2024
Q4 		$1.48M Buy
59,772
+29,747
+99% +$739K 0.01% 968
2024
Q3 		$755K Buy
30,025
+3,185
+12% +$79.2K ﹤0.01% 1237
2024
Q2 		$657K Buy
26,840
+5,600
+26% +$136K ﹤0.01% 1259
2024
Q1 		$520K Buy
21,240
+7,917
+59% +$193K ﹤0.01% 1328
2023
Q4 		$326K Sell
13,323
-7,696
-37% -$184K ﹤0.01% 1506
2023
Q3 		$500K Sell
21,019
-224
-1% -$5.35K 0.01% 1170
2023
Q2 		$508K Buy
21,243
+1,902
+10% +$45.7K 0.01% 1178
2023
Q1 		$465K Sell
19,341
-14,062
-42% -$336K 0.01% 1142
2022
Q4 		$794K Buy
33,403
+11,210
+51% +$265K 0.02% 590
2022
Q3 		$521K Sell
22,193
-3,360
-13% -$80.8K 0.01% 943
2022
Q2 		$616K Sell
25,553
-3,180
-11% -$77.1K 0.01% 888
2022
Q1 		$707K Buy
28,733
+5,308
+23% +$133K 0.01% 749
2021
Q4 		$601K Buy
+23,425
New +$603K 0.01% 985

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

NewEdge Advisors's SUSB Position: Q2 2026 in Review

NewEdge Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 341% in Q2 2026, buying an estimated $3.04M and bringing the position to 157,156 shares worth $3.93M. The position accounts for 0.01% of the portfolio, ranked #869.

NewEdge Advisors first reported a position in SUSB in Q4 2021 and has held it in 19 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • NewEdge Advisors held 157,156 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.93M as of Q2 2026.
  • NewEdge Advisors bought 121,558 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $3.04M.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #869 holding.
  • NewEdge Advisors 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.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.