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

Rehmann Capital Advisory 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	$328K	Buy	13,128 +111	+0.9%	+$2.77K	0.02%	537
2026 Q1	$326K	Sell	13,017 -1,569	-11%	-$39.6K	0.02%	521
2025 Q4	$368K	Buy	14,586 +56	+0.4%	+$1.42K	0.02%	473
2025 Q3	$368K	Buy	14,530 +84	+0.6%	+$2.12K	0.02%	449
2025 Q2	$364K	Buy	14,446 +128	+0.9%	+$3.19K	0.02%	431
2025 Q1	$358K	Buy	14,318 +84	+0.6%	+$2.08K	0.02%	440
2024 Q4	$352K	Sell	14,234 -4,823	-25%	-$120K	0.02%	431
2024 Q3	$479K	Sell	19,057 -301	-2%	-$7.49K	0.03%	347
2024 Q2	$474K	Buy	19,358 +1,007	+5%	+$24.5K	0.03%	338
2024 Q1	$449K	Buy	18,351 +63	+0.3%	+$1.54K	0.03%	342
2023 Q4	$448K	Sell	18,288 -376	-2%	-$9.01K	0.04%	331
2023 Q3	$444K	Sell	18,664 -150	-0.8%	-$3.58K	0.04%	312
2023 Q2	$450K	Buy	18,814 +1,613	+9%	+$38.7K	0.04%	324
2023 Q1	$414K	Sell	17,201 -1,084	-6%	-$25.9K	0.04%	338
2022 Q4	$435K	Sell	18,285 -15,553	-46%	-$367K	0.04%	317
2022 Q3	$795K	Buy	33,838 +1,388	+4%	+$33.4K	0.09%	200
2022 Q2	$782K	Sell	32,450 -10,936	-25%	-$265K	0.09%	203
2022 Q1	$1.07M	Sell	43,386 -10,147	-19%	-$255K	0.1%	178
2021 Q4	$1.37M	Sell	53,533 -200	-0.4%	-$5.15K	0.13%	142
2021 Q3	$1.4M	Buy	53,733 +96	+0.2%	+$2.5K	0.13%	133
2021 Q2	$1.4M	Buy	53,637 +345	+0.6%	+$8.98K	0.14%	126
2021 Q1	$1.38M	Buy	53,292 +79	+0.1%	+$2.06K	0.14%	120
2020 Q4	$1.39M	Buy	53,213 +195	+0.4%	+$5.09K	0.16%	110
2020 Q3	$1.38M	Sell	53,018 -355	-0.7%	-$9.27K	0.18%	106
2020 Q2	$1.39M	Sell	53,373 -399	-0.7%	-$10.2K	0.19%	97
2020 Q1	$1.34M	Buy	+53,772	New	+$1.36M	0.22%	85
2019 Q3	–	Sell	-47,571	Closed	-$1.21M	–	2080
2019 Q2	$1.21M	Sell	47,571 -2,940	-6%	-$73.7K	0.15%	115
2019 Q1	$1.26M	Buy	+50,511	New	+$1.25M	0.17%	99

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

Rehmann Capital Advisory Group's SUSB Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.85% in Q2 2026, buying an estimated $2.77K and bringing the position to 13,128 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #537.

Rehmann Capital Advisory Group first reported a position in SUSB in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.4M in Q2 2021. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Rehmann Capital Advisory Group held 13,128 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $328K as of Q2 2026.
Rehmann Capital Advisory Group bought 111 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $2.77K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #537 holding.
Rehmann Capital Advisory Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and has held it in 28 quarters since.
Rehmann Capital Advisory Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.4M in Q2 2021.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.