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

One 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 		$3.06M Hold
121,919
– – 0.09% 163
2026
Q1 		$3.06M Buy
121,919
+760
+0.6% +$19.2K 0.08% 164
2025
Q4 		$3.06M Sell
121,159
-1,697
-1% -$42.9K 0.09% 146
2025
Q3 		$3.11M Buy
122,856
+9,143
+8% +$230K 0.1% 130
2025
Q2 		$2.86M Sell
113,713
-5,138
-4% -$128K 0.1% 132
2025
Q1 		$2.97M Buy
118,851
+55,915
+89% +$1.39M 0.1% 145
2024
Q4 		$1.55M Buy
62,936
+1,101
+2% +$27.4K 0.05% 179
2024
Q3 		$1.56M Buy
61,835
+46
+0.1% +$1.14K 0.05% 188
2024
Q2 		$1.51M Sell
61,789
-117
-0.2% -$2.85K 0.05% 184
2024
Q1 		$1.52M Buy
61,906
+23
+0% +$562 0.06% 157
2023
Q4 		$1.51M Buy
61,883
+13
+0% +$312 0.06% 161
2023
Q3 		$1.47M Buy
61,870
+254
+0.4% +$6.06K 0.07% 151
2023
Q2 		$1.47M Buy
61,616
+86
+0.1% +$2.07K 0.07% 156
2023
Q1 		$1.48M Sell
61,530
-99,862
-62% -$2.39M 0.07% 159
2022
Q4 		$3.84M Buy
161,392
+2,011
+1% +$47.5K 0.2% 113
2022
Q3 		$3.74M Buy
159,381
+2,993
+2% +$72K 0.22% 105
2022
Q2 		$3.77M Sell
156,388
-2,506
-2% -$60.8K 0.22% 104
2022
Q1 		$3.91M Buy
158,894
+117,383
+283% +$2.95M 0.21% 107
2021
Q4 		$1.06M Buy
41,511
+22,401
+117% +$577K 0.08% 130
2021
Q3 		$496K Buy
19,110
+7,960
+71% +$207K 0.04% 154
2021
Q2 		$290K Buy
+11,150
New +$290K 0.03% 184

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

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

One Capital Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 121,919 shares worth $3.06M. The position accounts for 0.09% of the portfolio, ranked #163.

One Capital Management first reported a position in SUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.91M in Q1 2022. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • One Capital Management held 121,919 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.06M as of Q2 2026.
  • One Capital Management left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.09% of One Capital Management's portfolio in Q2 2026, its #163 holding.
  • One Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • One Capital Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.91M in Q1 2022.
  • 352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

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