Retirement Income Solutions’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Retirement Income Solutions’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	$245K	Hold	9,787	–	–	0.04%	148
2026 Q1	$245K	Hold	9,787	–	–	0.04%	149
2025 Q4	$247K	Buy	9,787 +7	+0.1%	+$177	0.04%	147
2025 Q3	$248K	Buy	+9,780	New	+$246K	0.04%	145
2024 Q2	–	Sell	-8,586	Closed	-$210K	–	158
2024 Q1	$210K	Hold	8,586	–	–	0.05%	146
2023 Q4	$210K	Hold	8,586	–	–	0.05%	131
2023 Q3	$204K	Sell	8,586 -3,488	-29%	-$83.2K	0.06%	126
2023 Q2	$289K	Hold	12,074	–	–	0.08%	106
2023 Q1	$291K	Sell	12,074 -2,499	-17%	-$59.8K	0.08%	107
2022 Q4	$346K	Buy	14,573 +641	+5%	+$15.1K	0.11%	88
2022 Q3	$327K	Sell	13,932 -2,058	-13%	-$49.5K	0.12%	82
2022 Q2	$385K	Buy	+15,990	New	+$388K	0.14%	74

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

Retirement Income Solutions's SUSB Position: Q2 2026 in Review

Retirement Income Solutions held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 9,787 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #148.

Retirement Income Solutions first reported a position in SUSB in Q2 2022 and has held it in 12 quarters since. The position peaked at $385K in Q2 2022. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Retirement Income Solutions held 9,787 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $245K as of Q2 2026.
Retirement Income Solutions left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Retirement Income Solutions's portfolio in Q2 2026, its #148 holding.
Retirement Income Solutions first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2022 and has held it in 12 quarters since.
Retirement Income Solutions's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $385K in Q2 2022.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.