Pathstone Holdings
SUSB icon

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

Pathstone Holdings’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 		$365K Buy
14,592
+6,004
+70% +$150K ﹤0.01% 2027
2026
Q1 		$215K Hold
8,588
– – ﹤0.01% 2084
2025
Q4 		$217K Hold
8,588
– – ﹤0.01% 2077
2025
Q3 		$217K Buy
+8,588
New +$216K ﹤0.01% 2173

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

Pathstone Holdings's SUSB Position: Q2 2026 in Review

Pathstone Holdings increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 70% in Q2 2026, buying an estimated $150K and bringing the position to 14,592 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Pathstone Holdings first reported a position in SUSB in Q3 2025 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Pathstone Holdings held 14,592 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $365K as of Q2 2026.
  • Pathstone Holdings bought 6,004 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $150K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2027 holding.
  • Pathstone Holdings first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2025 and has held it in 4 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 Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.