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

PFG Investments’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	$214K	Sell	8,568 -118	-1%	-$2.95K	0.01%	1140
2026 Q1	$218K	Sell	8,686 -359	-4%	-$9.05K	0.01%	1028
2025 Q4	$228K	Sell	9,045 -87	-1%	-$2.2K	0.01%	951
2025 Q3	$231K	Buy	9,132 +144	+2%	+$3.63K	0.01%	902
2025 Q2	$226K	Sell	8,988 -1,920	-18%	-$47.9K	0.01%	861
2025 Q1	$273K	Buy	10,908 +83	+0.8%	+$2.06K	0.02%	754
2024 Q4	$267K	Buy	10,825 +159	+1%	+$3.95K	0.02%	761
2024 Q3	$268K	Buy	+10,666	New	+$265K	0.02%	763
2024 Q1	–	Sell	-8,416	Closed	-$206K	–	1053
2023 Q4	$206K	Buy	+8,416	New	+$202K	0.04%	450

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

PFG Investments's SUSB Position: Q2 2026 in Review

PFG Investments reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.4% in Q2 2026, selling an estimated $2.95K and leaving 8,568 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #1140.

PFG Investments first reported a position in SUSB in Q4 2023 and has held it in 9 quarters since. The position peaked at $273K in Q1 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

PFG Investments held 8,568 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $214K as of Q2 2026.
PFG Investments sold 118 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $2.95K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1140 holding.
PFG Investments first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 9 quarters since.
PFG Investments's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $273K in Q1 2025.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.