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Prime Capital Investment Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Prime Capital Investment 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
2025
Q2 		– Sell
-8,673
Closed -$217K – 1110
2025
Q1 		$217K Buy
+8,673
New +$215K ﹤0.01% 950

Other funds holding SUSB

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Prime Capital Investment Advisors's SUSB Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2025, closing a stake of 8,673 shares — an estimated $217K sold.

Prime Capital Investment Advisors first reported a position in SUSB in Q1 2025 and held it in 1 quarter. The position peaked at $217K in Q1 2025. 294 funds tracked by Wall St. Rank hold SUSB as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 8,673 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2025, an estimated $217K.
  • Prime Capital Investment Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Prime Capital Investment Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $217K in Q1 2025.
  • 294 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.