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

Novare 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	$602K	Buy	24,088 +710	+3%	+$17.7K	0.04%	135
2026 Q1	$586K	Sell	23,378 -5,611	-19%	-$141K	0.05%	130
2025 Q4	$732K	Sell	28,989 -1,126	-4%	-$28.4K	0.05%	123
2025 Q3	$762K	Buy	30,115 +2,465	+9%	+$62.1K	0.06%	122
2025 Q2	$696K	Buy	27,650 +2,250	+9%	+$56.1K	0.06%	130
2025 Q1	$635K	Buy	25,400 +1,055	+4%	+$26.2K	0.06%	133
2024 Q4	$601K	Sell	24,345 -160	-0.7%	-$3.98K	0.05%	135
2024 Q3	$617K	Sell	24,505 -3,170	-11%	-$78.8K	0.05%	133
2024 Q2	$678K	Buy	+27,675	New	+$674K	0.06%	124

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

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

Novare Capital Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3% in Q2 2026, buying an estimated $17.7K and bringing the position to 24,088 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #135.

Novare Capital Management first reported a position in SUSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $762K in Q3 2025. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Novare Capital Management held 24,088 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $602K as of Q2 2026.
Novare Capital Management bought 710 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $17.7K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Novare Capital Management's portfolio in Q2 2026, its #135 holding.
Novare Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Novare Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $762K in Q3 2025.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.