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

SageView 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	$498K	Sell	19,941 -9,702	-33%	-$243K	0.02%	367
2026 Q1	$743K	Sell	29,643 -156	-0.5%	-$3.93K	0.03%	272
2025 Q4	$752K	Buy	29,799 +410	+1%	+$10.4K	0.03%	290
2025 Q3	$744K	Buy	29,389 +645	+2%	+$16.2K	0.03%	305
2025 Q2	$721K	Sell	28,744 -2,363	-8%	-$58.9K	0.03%	294
2025 Q1	$777K	Sell	31,107 -17,042	-35%	-$423K	0.03%	264
2024 Q4	$1.19M	Buy	48,149 +454	+1%	+$11.3K	0.05%	200
2024 Q3	$1.2M	Buy	+47,695	New	+$1.19M	0.06%	173
2024 Q2	–	Hold	0	–	–	–	197
2023 Q4	–	Sell	-59,339	Closed	-$1.42M	–	169
2023 Q3	$1.41M	Buy	59,339 +2,846	+5%	+$67.9K	0.08%	161
2023 Q2	$1.35M	Sell	56,493 -2,699	-5%	-$64.8K	0.08%	180
2023 Q1	$1.42M	Buy	59,192 +217	+0.4%	+$5.19K	0.09%	148
2022 Q4	$1.4M	Buy	+58,975	New	+$1.39M	0.11%	127

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

SageView Advisory Group's SUSB Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 33% in Q2 2026, selling an estimated $243K and leaving 19,941 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #367.

SageView Advisory Group first reported a position in SUSB in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.42M in Q1 2023. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

SageView Advisory Group held 19,941 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $498K as of Q2 2026.
SageView Advisory Group sold 9,702 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $243K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #367 holding.
SageView Advisory Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.42M in Q1 2023.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.