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

Savant Capital’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 		$14.9M Buy
597,293
+21,639
+4% +$541K 0.04% 230
2026
Q1 		$14.4M Buy
575,654
+32,986
+6% +$832K 0.07% 152
2025
Q4 		$13.7M Buy
542,668
+18,228
+3% +$460K 0.08% 147
2025
Q3 		$13.3M Buy
524,440
+78,695
+18% +$1.98M 0.08% 141
2025
Q2 		$11.2M Buy
445,745
+16,418
+4% +$409K 0.08% 141
2025
Q1 		$10.7M Buy
429,327
+18,010
+4% +$447K 0.09% 134
2024
Q4 		$10.2M Buy
411,317
+11,167
+3% +$277K 0.08% 155
2024
Q3 		$10.1M Buy
400,150
+24,482
+7% +$609K 0.08% 151
2024
Q2 		$9.2M Buy
375,668
+29,173
+8% +$711K 0.09% 142
2024
Q1 		$8.48M Buy
346,495
+48,960
+16% +$1.2M 0.1% 140
2023
Q4 		$7.28M Buy
297,535
+37,256
+14% +$893K 0.09% 146
2023
Q3 		$6.19M Buy
260,279
+35,110
+16% +$838K 0.09% 149
2023
Q2 		$5.38M Buy
225,169
+20,376
+10% +$489K 0.08% 153
2023
Q1 		$4.93M Sell
204,793
-666
-0.3% -$15.9K 0.09% 145
2022
Q4 		$4.75M Buy
205,459
+36,221
+21% +$855K 0.12% 98
2022
Q3 		$3.98M Buy
169,238
+2,316
+1% +$55.7K 0.12% 98
2022
Q2 		$4.02M Buy
166,922
+12,676
+8% +$307K 0.12% 95
2022
Q1 		$3.8M Buy
154,246
+2,907
+2% +$73K 0.12% 102
2021
Q4 		$3.88M Buy
151,339
+11,915
+9% +$307K 0.13% 95
2021
Q3 		$3.62M Buy
139,424
+18,990
+16% +$494K 0.13% 88
2021
Q2 		$3.14M Buy
120,434
+19,199
+19% +$500K 0.13% 91
2021
Q1 		$2.63M Sell
101,235
-3,057
-3% -$79.7K 0.14% 96
2020
Q4 		$2.73M Buy
104,292
+17,328
+20% +$452K 0.16% 90
2020
Q3 		$2.27M Buy
86,964
+8,706
+11% +$227K 0.16% 100
2020
Q2 		$2.04M Buy
78,258
+57,571
+278% +$1.47M 0.15% 105
2020
Q1 		$516K Buy
+20,687
New +$522K 0.05% 222

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

Savant Capital's SUSB Position: Q2 2026 in Review

Savant Capital increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.8% in Q2 2026, buying an estimated $541K and bringing the position to 597,293 shares worth $14.9M. The position accounts for 0.04% of the portfolio, ranked #230.

Savant Capital first reported a position in SUSB in Q1 2020 and has held it in 26 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Savant Capital held 597,293 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $14.9M as of Q2 2026.
  • Savant Capital bought 21,639 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $541K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Savant Capital's portfolio in Q2 2026, its #230 holding.
  • Savant Capital first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.