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Regatta Capital Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Regatta Capital 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 		$3.08M Buy
123,228
+32,452
+36% +$811K 0.41% 40
2026
Q1 		$2.28M Buy
90,776
+3,052
+3% +$76.9K 0.34% 50
2025
Q4 		$2.21M Sell
87,724
-1,009
-1% -$25.5K 0.33% 51
2025
Q3 		$2.25M Buy
88,733
+1,118
+1% +$28.2K 0.35% 49
2025
Q2 		$2.21M Buy
87,615
+6,042
+7% +$151K 0.38% 45
2025
Q1 		$2.04M Buy
81,573
+1,893
+2% +$47K 0.39% 47
2024
Q4 		$1.97M Buy
79,680
+3,790
+5% +$94.1K 0.38% 46
2024
Q3 		$1.91M Buy
75,890
+2,857
+4% +$71K 0.37% 52
2024
Q2 		$1.79M Sell
73,033
-628
-0.9% -$15.3K 0.39% 52
2024
Q1 		$1.8M Buy
73,661
+4,642
+7% +$113K 0.41% 50
2023
Q4 		$1.69M Buy
69,019
+5,803
+9% +$139K 0.44% 49
2023
Q3 		$1.5M Buy
63,216
+3,123
+5% +$74.5K 0.48% 44
2023
Q2 		$1.44M Buy
+60,093
New +$1.44M 0.46% 44

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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

Regatta Capital Group's SUSB Position: Q2 2026 in Review

Regatta Capital Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 36% in Q2 2026, buying an estimated $811K and bringing the position to 123,228 shares worth $3.08M. The position accounts for 0.41% of the portfolio, ranked #40.

Regatta Capital Group first reported a position in SUSB in Q2 2023 and has held it in 13 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Regatta Capital Group held 123,228 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.08M as of Q2 2026.
  • Regatta Capital Group bought 32,452 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $811K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.41% of Regatta Capital Group's portfolio in Q2 2026, its #40 holding.
  • Regatta Capital Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.