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

Perigon Wealth Management’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 		$12.6M Buy
504,559
+69,392
+16% +$1.73M 0.2% 102
2026
Q1 		$10.9M Sell
435,167
-45,754
-10% -$1.15M 0.2% 105
2025
Q4 		$12.1M Buy
480,921
+15,731
+3% +$397K 0.22% 94
2025
Q3 		$11.8M Buy
465,190
+72,478
+18% +$1.83M 0.24% 87
2025
Q2 		$9.88M Buy
392,712
+9,259
+2% +$231K 0.23% 95
2025
Q1 		$9.58M Buy
383,453
+77,517
+25% +$1.92M 0.25% 92
2024
Q4 		$7.57M Buy
305,936
+33,150
+12% +$823K 0.19% 115
2024
Q3 		$6.86M Buy
272,786
+31,420
+13% +$781K 0.18% 118
2024
Q2 		$5.91M Buy
241,366
+4,906
+2% +$120K 0.17% 122
2024
Q1 		$5.79M Sell
236,460
-5,784
-2% -$141K 0.18% 129
2023
Q4 		$5.93M Buy
242,244
+174,075
+255% +$4.17M 0.19% 117
2023
Q3 		$1.62M Buy
68,169
+7,574
+12% +$181K 0.07% 232
2023
Q2 		$1.45M Buy
+60,595
New +$1.46M 0.06% 248
2023
Q1 		– Sell
-12,048
Closed -$286K – 728
2022
Q4 		$286K Buy
+12,048
New +$284K 0.02% 541
2022
Q1 		– Sell
-24,212
Closed -$621K – 646
2021
Q4 		$621K Sell
24,212
-14,381
-37% -$370K 0.04% 294
2021
Q3 		$1M Buy
+38,593
New +$1M 0.09% 200
2021
Q1 		– Sell
-18,841
Closed -$493K – 967
2020
Q4 		$493K Sell
18,841
-12,886
-41% -$336K 0.06% 251
2020
Q3 		$828K Buy
31,727
+3,528
+13% +$92.1K 0.12% 141
2020
Q2 		$733K Buy
+28,199
New +$722K 0.12% 142

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

Perigon Wealth Management's SUSB Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 16% in Q2 2026, buying an estimated $1.73M and bringing the position to 504,559 shares worth $12.6M. The position accounts for 0.2% of the portfolio, ranked #102.

Perigon Wealth Management first reported a position in SUSB in Q2 2020 and has held it in 19 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Perigon Wealth Management held 504,559 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $12.6M as of Q2 2026.
  • Perigon Wealth Management bought 69,392 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $1.73M.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.2% of Perigon Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2020 and has held it in 19 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.