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Root Financial Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Root Financial Partners’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 		– Sell
-132
Closed -$3.31K – 2846
2026
Q1 		$3.31K Sell
132
-169
-56% -$4.26K ﹤0.01% 2116
2025
Q4 		$7.6K Buy
+301
New +$7.6K ﹤0.01% 1621

Other funds holding SUSB

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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

Root Financial Partners's SUSB Position: Q2 2026 in Review

Root Financial Partners sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026, closing a stake of 132 shares — an estimated $3.31K sold.

Root Financial Partners first reported a position in SUSB in Q4 2025 and held it in 2 quarters. The position peaked at $7.6K in Q4 2025. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Root Financial Partners reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 132 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $3.31K.
  • Root Financial Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $7.6K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.