P.J. Schmidt Investment Management (PJS)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$440K	Buy	17,591 +351	+2%	+$8.77K	0.07%	145
2026 Q1	$432K	Buy	17,240 +37	+0.2%	+$933	0.07%	138
2025 Q4	$434K	Sell	17,203 -3,457	-17%	-$87.3K	0.07%	138
2025 Q3	$523K	Sell	20,660 -13	-0.1%	-$327	0.09%	118
2025 Q2	$520K	Buy	20,673 +152	+0.7%	+$3.79K	0.09%	114
2025 Q1	$513K	Buy	20,521 +32	+0.2%	+$794	0.09%	109
2024 Q4	$506K	Buy	20,489 +247	+1%	+$6.14K	0.09%	110
2024 Q3	$509K	Buy	20,242 +651	+3%	+$16.2K	0.09%	110
2024 Q2	$480K	Buy	19,591 +73	+0.4%	+$1.78K	0.09%	113
2024 Q1	$478K	Sell	19,518 -2,391	-11%	-$58.4K	0.09%	113
2023 Q4	$537K	Buy	21,909 +2,602	+13%	+$62.4K	0.11%	100
2023 Q3	$455K	Buy	19,307 +343	+2%	+$8.19K	0.1%	107
2023 Q2	$454K	Sell	18,964 -5,855	-24%	-$141K	0.09%	108
2023 Q1	$598K	Buy	24,819 +3,070	+14%	+$73.5K	0.12%	96
2022 Q4	$517K	Buy	21,749 +897	+4%	+$21.2K	0.12%	102
2022 Q3	$486K	Sell	20,852 -3,875	-16%	-$93.2K	0.12%	103
2022 Q2	$597K	Buy	+24,727	New	+$600K	0.13%	100

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

P.J. Schmidt Investment Management (PJS)'s SUSB Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2% in Q2 2026, buying an estimated $8.77K and bringing the position to 17,591 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #145.

P.J. Schmidt Investment Management (PJS) first reported a position in SUSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $598K in Q1 2023. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 17,591 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $440K as of Q2 2026.
P.J. Schmidt Investment Management (PJS) bought 351 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $8.77K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.07% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #145 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
P.J. Schmidt Investment Management (PJS)'s iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $598K in Q1 2023.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.