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

NorthRock Partners’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	$2.65M	Buy	105,939 +2,748	+3%	+$68.7K	0.04%	186
2026 Q1	$2.59M	Buy	103,191 +5,353	+5%	+$135K	0.04%	177
2025 Q4	$2.47M	Buy	+97,838	New	+$2.47M	0.04%	176
2024 Q1	–	Sell	-3,939	Closed	-$96.4K	–	834
2023 Q4	$96.4K	Buy	+3,939	New	+$94.4K	﹤0.01%	593

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

NorthRock Partners's SUSB Position: Q2 2026 in Review

NorthRock Partners increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.7% in Q2 2026, buying an estimated $68.7K and bringing the position to 105,939 shares worth $2.65M. The position accounts for 0.04% of the portfolio, ranked #186.

NorthRock Partners first reported a position in SUSB in Q4 2023 and has held it in 4 quarters since. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

NorthRock Partners held 105,939 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.65M as of Q2 2026.
NorthRock Partners bought 2,748 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $68.7K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of NorthRock Partners's portfolio in Q2 2026, its #186 holding.
NorthRock Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 4 quarters since.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.