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

Presilium Private Wealth’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 		$737K Buy
29,500
+3,077
+12% +$76.9K 0.11% 46
2026
Q1 		$662K Sell
26,423
-502
-2% -$12.7K 0.12% 43
2025
Q4 		$680K Buy
26,925
+788
+3% +$19.9K 0.12% 43
2025
Q3 		$662K Buy
26,137
+1,653
+7% +$41.6K 0.13% 43
2025
Q2 		$616K Buy
24,484
+814
+3% +$20.3K 0.13% 43
2025
Q1 		$592K Buy
23,670
+509
+2% +$12.6K 0.13% 44
2024
Q4 		$572K Buy
23,161
+2,816
+14% +$70K 0.13% 52
2024
Q3 		$512K Buy
20,345
+211
+1% +$5.25K 0.12% 51
2024
Q2 		$493K Buy
20,134
+471
+2% +$11.5K 0.12% 54
2024
Q1 		$481K Buy
19,663
+3,534
+22% +$86.4K 0.13% 54
2023
Q4 		$395K Sell
16,129
-1,995
-11% -$47.8K 0.11% 56
2023
Q3 		$431K Buy
+18,124
New +$433K 0.14% 41

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Presilium Private Wealth's SUSB Position: Q2 2026 in Review

Presilium Private Wealth increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 12% in Q2 2026, buying an estimated $76.9K and bringing the position to 29,500 shares worth $737K. The position accounts for 0.11% of the portfolio, ranked #46.

Presilium Private Wealth first reported a position in SUSB in Q3 2023 and has held it in 12 quarters since. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Presilium Private Wealth held 29,500 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $737K as of Q2 2026.
  • Presilium Private Wealth bought 3,077 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $76.9K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.11% of Presilium Private Wealth's portfolio in Q2 2026, its #46 holding.
  • Presilium Private Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.