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&Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

&Partners’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 		$563K Buy
+22,542
New +$563K ﹤0.01% 1772
2025
Q4 		– Sell
-8,196
Closed -$207K – 2350
2025
Q3 		$207K Buy
+8,196
New +$206K ﹤0.01% 1948
2025
Q2 		– Sell
-8,255
Closed -$206K – 2035
2025
Q1 		$206K Sell
8,255
-1,020
-11% -$25.3K ﹤0.01% 1622
2024
Q4 		$229K Buy
9,275
+18
+0.2% +$447 ﹤0.01% 1474
2024
Q3 		$233K Buy
+9,257
New +$230K ﹤0.01% 1231

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

&Partners's SUSB Position: Q2 2026 in Review

&Partners opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 22,542 shares worth $563K. The stake represents ﹤0.01% of the portfolio and ranks #1772 among its holdings. This is a return to the name: &Partners previously reported a position in SUSB as recently as Q3 2025.

&Partners first reported a position in SUSB in Q3 2024 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • &Partners held 22,542 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $563K as of Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new &Partners position in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1772 holding.
  • &Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.