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

OneDigital Investment 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	$2.29M	Buy	+91,508	New	+$2.29M	0.02%	470
2025 Q4	–	Sell	-10,317	Closed	-$261K	–	1589
2025 Q3	$261K	Sell	10,317 -3,847	-27%	-$96.9K	﹤0.01%	1266
2025 Q2	$357K	Buy	14,164 +151	+1%	+$3.77K	﹤0.01%	1064
2025 Q1	$350K	Sell	14,013 -38,724	-73%	-$961K	﹤0.01%	1010
2024 Q4	$1.3M	Buy	52,737 +24,314	+86%	+$604K	0.02%	550
2024 Q3	$715K	Buy	+28,423	New	+$707K	0.01%	787
2022 Q4	–	Sell	-11,343	Closed	-$266K	–	853
2022 Q3	$266K	Buy	+11,343	New	+$273K	0.01%	629

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

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

OneDigital Investment Advisors's SUSB Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 91,508 shares worth $2.29M. The stake represents 0.02% of the portfolio and ranks #470 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in SUSB as recently as Q3 2025.

OneDigital Investment Advisors first reported a position in SUSB in Q3 2022 and has held it in 7 quarters since. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

OneDigital Investment Advisors held 91,508 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.29M as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new OneDigital Investment Advisors position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #470 holding.
OneDigital Investment Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and has held it in 7 quarters since.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.