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

Physician Wealth Advisors’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	$20.2K	Buy	810 +9	+1%	+$225	﹤0.01%	659
2026 Q1	$20.1K	Buy	801 +6	+0.8%	+$151	﹤0.01%	616
2025 Q4	$20.1K	Buy	795 +12	+2%	+$303	﹤0.01%	584
2025 Q3	$19.8K	Buy	783 +8	+1%	+$201	﹤0.01%	577
2025 Q2	$19.5K	Buy	775 +9	+1%	+$224	﹤0.01%	522
2025 Q1	$19.2K	Buy	766 +5	+0.7%	+$124	﹤0.01%	496
2024 Q4	$18.8K	Buy	+761	New	+$18.9K	﹤0.01%	522

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

Physician Wealth Advisors's SUSB Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.1% in Q2 2026, buying an estimated $225 and bringing the position to 810 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Physician Wealth Advisors first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Physician Wealth Advisors held 810 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $20.2K as of Q2 2026.
Physician Wealth Advisors bought 9 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $225.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #659 holding.
Physician Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 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 Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.