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

RFG Advisory’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 		$450K Buy
+18,009
New +$450K 0.01% 822
2025
Q1 		– Sell
-15,977
Closed -$395K – 897
2024
Q4 		$395K Sell
15,977
-7,110
-31% -$177K 0.01% 583
2024
Q3 		$581K Buy
23,087
+2,018
+10% +$50.2K 0.02% 477
2024
Q2 		$516K Buy
21,069
+540
+3% +$13.2K 0.02% 488
2024
Q1 		$503K Buy
20,529
+246
+1% +$6.01K 0.02% 500
2023
Q4 		$497K Buy
20,283
+364
+2% +$8.72K 0.02% 447
2023
Q3 		$473K Sell
19,919
-202
-1% -$4.82K 0.02% 418
2023
Q2 		$481K Buy
20,121
+253
+1% +$6.08K 0.02% 427
2023
Q1 		$478K Buy
19,868
+113
+0.6% +$2.7K 0.02% 422
2022
Q4 		$476K Buy
19,755
+3,599
+22% +$84.9K 0.02% 417
2022
Q3 		$377K Sell
16,156
-5,993
-27% -$144K 0.02% 433
2022
Q2 		$536K Sell
22,149
-5,528
-20% -$134K 0.03% 340
2022
Q1 		$682K Buy
27,677
+7,859
+40% +$197K 0.04% 261
2021
Q4 		$508K Sell
19,818
-20,719
-51% -$534K 0.03% 302
2021
Q3 		$1.05M Buy
40,537
+19,307
+91% +$503K 0.09% 167
2021
Q2 		$553K Buy
21,230
+472
+2% +$12.3K 0.05% 253
2021
Q1 		$539K Buy
20,758
+2,981
+17% +$77.7K 0.06% 236
2020
Q4 		$465K Buy
17,777
+5,989
+51% +$156K 0.06% 256
2020
Q3 		$308K Buy
+11,788
New +$308K 0.04% 306

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

RFG Advisory's SUSB Position: Q2 2026 in Review

RFG Advisory opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 18,009 shares worth $450K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: RFG Advisory previously reported a position in SUSB as recently as Q4 2024.

RFG Advisory first reported a position in SUSB in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.05M in Q3 2021. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • RFG Advisory held 18,009 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $450K as of Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new RFG Advisory position in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #822 holding.
  • RFG Advisory first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2020 and has held it in 19 quarters since.
  • RFG Advisory's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.05M in Q3 2021.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.