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

One Wealth 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 		$2.58M Buy
103,213
+92,312
+847% +$2.31M 0.28% 62
2026
Q1 		$273K Sell
10,901
-6,625
-38% -$167K 0.03% 254
2025
Q4 		$442K Sell
17,526
-4,600
-21% -$116K 0.05% 186
2025
Q3 		$560K Sell
22,126
-323
-1% -$8.13K 0.07% 153
2025
Q2 		$565K Sell
22,449
-3,404
-13% -$84.9K 0.08% 143
2025
Q1 		$646K Sell
25,853
-74,226
-74% -$1.84M 0.1% 124
2024
Q4 		$2.47M Buy
100,079
+42,992
+75% +$1.07M 0.37% 50
2024
Q3 		$1.44M Buy
+57,087
New +$1.42M 0.22% 62
2023
Q1 		– Sell
-44,214
Closed -$1.05M – 548
2022
Q4 		$1.05M Buy
44,214
+27,712
+168% +$654K 0.24% 61
2022
Q3 		$388K Buy
16,502
+391
+2% +$9.4K 0.13% 95
2022
Q2 		$388K Sell
16,111
-16,430
-50% -$399K 0.1% 106
2022
Q1 		$801K Sell
32,541
-27,692
-46% -$695K 0.2% 65
2021
Q4 		$1.54M Sell
60,233
-17,723
-23% -$456K 0.39% 44
2021
Q3 		$2.02M Buy
77,956
+1,281
+2% +$33.4K 0.59% 33
2021
Q2 		$2M Buy
76,675
+64,392
+524% +$1.68M 0.63% 26
2021
Q1 		$319K Buy
+12,283
New +$320K 0.12% 100

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 Wealth Advisors's SUSB Position: Q2 2026 in Review

One Wealth Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 847% in Q2 2026, buying an estimated $2.31M and bringing the position to 103,213 shares worth $2.58M. The position accounts for 0.28% of the portfolio, ranked #62.

One Wealth Advisors first reported a position in SUSB in Q1 2021 and has held it in 16 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • One Wealth Advisors held 103,213 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.58M as of Q2 2026.
  • One Wealth Advisors bought 92,312 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $2.31M.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.28% of One Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • One Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 16 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.