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

Sequoia Financial 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	$541K	Sell	21,633 -19,741	-48%	-$493K	﹤0.01%	1297
2026 Q1	$1.04M	Sell	41,374 -7,189	-15%	-$181K	0.01%	881
2025 Q4	$1.23M	Buy	48,563 +6,018	+14%	+$152K	0.01%	794
2025 Q3	$1.08M	Sell	42,545 -292	-0.7%	-$7.35K	0.01%	742
2025 Q2	$1.08M	Sell	42,837 -5,749	-12%	-$143K	0.01%	659
2025 Q1	$1.21M	Sell	48,586 -3,092	-6%	-$76.8K	0.01%	560
2024 Q4	$1.28M	Sell	51,678 -12,702	-20%	-$316K	0.01%	513
2024 Q3	$1.62M	Buy	64,380 +277	+0.4%	+$6.89K	0.02%	422
2024 Q2	$1.57M	Buy	64,103 +2,124	+3%	+$51.8K	0.02%	381
2024 Q1	$1.52M	Buy	61,979 +11,991	+24%	+$293K	0.02%	379
2023 Q4	$1.22M	Buy	+49,988	New	+$1.2M	0.02%	469

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

Sequoia Financial Advisors's SUSB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 48% in Q2 2026, selling an estimated $493K and leaving 21,633 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Sequoia Financial Advisors first reported a position in SUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q3 2024. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Sequoia Financial Advisors held 21,633 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $541K as of Q2 2026.
Sequoia Financial Advisors sold 19,741 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $493K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1297 holding.
Sequoia Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Sequoia Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.62M in Q3 2024.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.