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

Pittenger & Anderson Inc’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	$39.7K	Hold	1,590	–	–	﹤0.01%	326
2026 Q1	$39.9K	Hold	1,590	–	–	﹤0.01%	330
2025 Q4	$40.1K	Buy	+1,590	New	+$40.2K	﹤0.01%	315
2024 Q1	–	Sell	-105	Closed	-$2.57K	–	449
2023 Q4	$2.57K	Buy	105 +6	+6%	+$144	﹤0.01%	407
2023 Q3	$2.35K	Hold	99	–	–	﹤0.01%	394
2023 Q2	$2.37K	Hold	99	–	–	﹤0.01%	423
2023 Q1	$2.38K	Buy	99 +9	+10%	+$215	﹤0.01%	409
2022 Q4	$2.14K	Hold	90	–	–	﹤0.01%	404
2022 Q3	$2K	Hold	90	–	–	﹤0.01%	426
2022 Q2	$2K	Hold	90	–	–	﹤0.01%	414
2022 Q1	$2K	Hold	90	–	–	﹤0.01%	432
2021 Q4	$2K	Hold	90	–	–	﹤0.01%	427
2021 Q3	$2K	Hold	90	–	–	﹤0.01%	421
2021 Q2	$2K	Hold	90	–	–	﹤0.01%	389
2021 Q1	$2K	Hold	90	–	–	﹤0.01%	382
2020 Q4	$2K	Buy	+90	New	+$2.35K	﹤0.01%	359

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

Pittenger & Anderson Inc's SUSB Position: Q2 2026 in Review

Pittenger & Anderson Inc held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 1,590 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Pittenger & Anderson Inc first reported a position in SUSB in Q4 2020 and has held it in 16 quarters since. The position peaked at $40.1K in Q4 2025. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Pittenger & Anderson Inc held 1,590 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $39.7K as of Q2 2026.
Pittenger & Anderson Inc left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #326 holding.
Pittenger & Anderson Inc first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 16 quarters since.
Pittenger & Anderson Inc's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $40.1K in Q4 2025.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.