Sax Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Sax Wealth Advisors’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	$546K	Buy	21,778 +5,087	+30%	+$127K	0.02%	318
2026 Q1	$421K	Hold	16,691	–	–	0.02%	319
2025 Q4	$421K	Hold	16,691	–	–	0.02%	327
2025 Q3	$422K	Buy	+16,691	New	+$420K	0.02%	301

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Sax Wealth Advisors's SUSB Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 30% in Q2 2026, buying an estimated $127K and bringing the position to 21,778 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #318.

Sax Wealth Advisors first reported a position in SUSB in Q3 2025 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Sax Wealth Advisors held 21,778 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $546K as of Q2 2026.
Sax Wealth Advisors bought 5,087 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $127K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #318 holding.
Sax Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.