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

Resonant Capital 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
2026
Q2 		$405K Buy
16,190
+54
+0.3% +$1.35K 0.02% 343
2026
Q1 		$404K Sell
16,136
-124
-0.8% -$3.13K 0.02% 312
2025
Q4 		$410K Buy
16,260
+37
+0.2% +$935 0.02% 284
2025
Q3 		$411K Buy
16,223
+1,637
+11% +$41.2K 0.02% 277
2025
Q2 		$367K Hold
14,586
– – 0.02% 290
2025
Q1 		$365K Hold
14,586
– – 0.03% 254
2024
Q4 		$360K Buy
14,586
+88
+0.6% +$2.19K 0.03% 243
2024
Q3 		$365K Hold
14,498
– – 0.03% 246
2024
Q2 		$355K Sell
14,498
-438
-3% -$10.7K 0.03% 239
2024
Q1 		$366K Hold
14,936
– – 0.03% 236
2023
Q4 		$366K Hold
14,936
– – 0.04% 207
2023
Q3 		$355K Hold
14,936
– – 0.04% 196
2023
Q2 		$357K Hold
14,936
– – 0.04% 189
2023
Q1 		$359K Hold
14,936
– – 0.04% 185
2022
Q4 		$355K Hold
14,936
– – 0.04% 190
2022
Q3 		$351K Hold
14,936
– – 0.05% 176
2022
Q2 		$360K Hold
14,936
– – 0.06% 176
2022
Q1 		$367K Hold
14,936
– – 0.05% 168
2021
Q4 		$383K Hold
14,936
– – 0.06% 154
2021
Q3 		$388K Hold
14,936
– – 0.07% 148
2021
Q2 		$389K Sell
14,936
-3,426
-19% -$89.2K 0.08% 134
2021
Q1 		$477K Buy
18,362
+4,113
+29% +$107K 0.1% 110
2020
Q4 		$373K Buy
+14,249
New +$372K 0.09% 129

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Resonant Capital Advisors's SUSB Position: Q2 2026 in Review

Resonant Capital Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.33% in Q2 2026, buying an estimated $1.35K and bringing the position to 16,190 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #343.

Resonant Capital Advisors first reported a position in SUSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $477K in Q1 2021. 177 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Resonant Capital Advisors held 16,190 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $405K as of Q2 2026.
  • Resonant Capital Advisors bought 54 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $1.35K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #343 holding.
  • Resonant Capital Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Resonant Capital Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $477K in Q1 2021.
  • 177 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.