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

Northland Capital 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	$3M	Sell	120,212 -4,227	-3%	-$106K	1.62%	17
2026 Q1	$3.12M	Sell	124,439 -68,531	-36%	-$1.73M	1.71%	17
2025 Q4	$4.87M	Buy	192,970 +6,690	+4%	+$169K	2.73%	13
2025 Q3	$4.71M	Buy	186,280 +558	+0.3%	+$14.1K	2.76%	13
2025 Q2	$4.67M	Sell	185,722 -15,822	-8%	-$395K	2.88%	12
2025 Q1	$5.04M	Buy	201,544 +65,263	+48%	+$1.62M	3.41%	9
2024 Q4	$3.37M	Buy	+136,281	New	+$3.39M	2.5%	13

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

Northland Capital Management's SUSB Position: Q2 2026 in Review

Northland Capital Management reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.4% in Q2 2026, selling an estimated $106K and leaving 120,212 shares worth $3M. The position accounts for 1.62% of the portfolio, ranked #17.

Northland Capital Management first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.04M in Q1 2025. 218 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Northland Capital Management held 120,212 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3M as of Q2 2026.
Northland Capital Management sold 4,227 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $106K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 1.62% of Northland Capital Management's portfolio in Q2 2026, its #17 holding.
Northland Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Northland Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $5.04M in Q1 2025.
218 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Northland Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.