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

Plum Street 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	$1.85M	Buy	73,885 +1,341	+2%	+$33.5K	0.59%	39
2026 Q1	$1.82M	Sell	72,544 -2,635	-4%	-$66.4K	0.63%	37
2025 Q4	$1.9M	Buy	75,179 +1,084	+1%	+$27.4K	0.68%	38
2025 Q3	$1.88M	Buy	74,095 +20,097	+37%	+$506K	0.72%	35
2025 Q2	$1.36M	Sell	53,998 -2,065	-4%	-$51.5K	0.6%	41
2025 Q1	$1.4M	Sell	56,063 -12,138	-18%	-$301K	0.67%	38
2024 Q4	$1.68M	Sell	68,201 -8,267	-11%	-$205K	0.83%	28
2024 Q3	$1.92M	Buy	76,468 +4,117	+6%	+$102K	0.97%	23
2024 Q2	$1.77M	Sell	72,351 -4,117	-5%	-$100K	1.03%	23
2024 Q1	$1.92M	Buy	76,468 +16,423	+27%	+$401K	0.97%	23
2023 Q4	$1.47M	Buy	+60,045	New	+$1.44M	0.98%	26

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

Plum Street Advisors's SUSB Position: Q2 2026 in Review

Plum Street Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.8% in Q2 2026, buying an estimated $33.5K and bringing the position to 73,885 shares worth $1.85M. The position accounts for 0.59% of the portfolio, ranked #39.

Plum Street Advisors first reported a position in SUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.92M in Q3 2024. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Plum Street Advisors held 73,885 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.85M as of Q2 2026.
Plum Street Advisors bought 1,341 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $33.5K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.59% of Plum Street Advisors's portfolio in Q2 2026, its #39 holding.
Plum Street Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Plum Street Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.92M in Q3 2024.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.