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

Private Wealth Management Group’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	$539K	Buy	21,570 +1,576	+8%	+$39.4K	0.13%	62
2026 Q1	$501K	Buy	19,994 +339	+2%	+$8.55K	0.13%	55
2025 Q4	$496K	Buy	19,655 +732	+4%	+$18.5K	0.13%	53
2025 Q3	$479K	Buy	18,923 +995	+6%	+$25.1K	0.13%	55
2025 Q2	$451K	Sell	17,928 -294	-2%	-$7.33K	0.15%	53
2025 Q1	$455K	Buy	18,222 +1,435	+9%	+$35.6K	0.17%	49
2024 Q4	$415K	Buy	16,787 +20	+0.1%	+$497	0.16%	52
2024 Q3	$422K	Buy	16,767 +1,737	+12%	+$43.2K	0.17%	51
2024 Q2	$368K	Sell	15,030 -84	-0.6%	-$2.05K	0.16%	54
2024 Q1	$370K	Sell	15,114 -20,186	-57%	-$493K	0.17%	51
2023 Q4	$864K	Buy	+35,300	New	+$846K	0.42%	33

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

Private Wealth Management Group's SUSB Position: Q2 2026 in Review

Private Wealth Management Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 7.9% in Q2 2026, buying an estimated $39.4K and bringing the position to 21,570 shares worth $539K. The position accounts for 0.13% of the portfolio, ranked #62.

Private Wealth Management Group first reported a position in SUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $864K in Q4 2023. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Private Wealth Management Group held 21,570 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $539K as of Q2 2026.
Private Wealth Management Group bought 1,576 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $39.4K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.13% of Private Wealth Management Group's portfolio in Q2 2026, its #62 holding.
Private Wealth Management Group 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.
Private Wealth Management Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $864K in Q4 2023.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.