Raymond James Financial’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Raymond James Financial’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	$2.28M	Buy	91,160 +26,235	+40%	+$656K	﹤0.01%	3394
2026 Q1	$1.63M	Buy	64,925 +25,523	+65%	+$643K	﹤0.01%	3502
2025 Q4	$995K	Buy	39,402 +966	+3%	+$24.4K	﹤0.01%	3776
2025 Q3	$973K	Sell	38,436 -4,316	-10%	-$109K	﹤0.01%	3690
2025 Q2	$1.08M	Buy	42,752 +2,054	+5%	+$51.2K	﹤0.01%	3530
2025 Q1	$1.02M	Buy	40,698 +407	+1%	+$10.1K	﹤0.01%	3480
2024 Q4	$995K	Buy	+40,291	New	+$1M	﹤0.01%	3452

Other funds holding SUSB

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

Raymond James Financial's SUSB Position: Q2 2026 in Review

Raymond James Financial increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 40% in Q2 2026, buying an estimated $656K and bringing the position to 91,160 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #3394.

Raymond James Financial first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Raymond James Financial held 91,160 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.28M as of Q2 2026.
Raymond James Financial bought 26,235 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $656K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3394 holding.
Raymond James Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.