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

SGL Investment 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	$439K	Buy	17,684 +536	+3%	+$13.4K	0.15%	99
2026 Q1	$428K	Buy	17,148 +1,922	+13%	+$48.5K	0.16%	99
2025 Q4	$385K	Buy	15,226 +638	+4%	+$16.1K	0.15%	103
2025 Q3	$367K	Buy	14,588 +2,149	+17%	+$54.1K	0.15%	103
2025 Q2	$311K	Buy	12,439 +1,021	+9%	+$25.5K	0.15%	106
2025 Q1	$284K	Buy	+11,418	New	+$283K	0.15%	99
2024 Q4	–	Sell	-8,913	Closed	-$220K	–	122
2024 Q3	$220K	Buy	+8,913	New	+$222K	0.11%	98

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

SGL Investment Advisors's SUSB Position: Q2 2026 in Review

SGL Investment Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.1% in Q2 2026, buying an estimated $13.4K and bringing the position to 17,684 shares worth $439K. The position accounts for 0.15% of the portfolio, ranked #99.

SGL Investment Advisors first reported a position in SUSB in Q3 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

SGL Investment Advisors held 17,684 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $439K as of Q2 2026.
SGL Investment Advisors bought 536 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $13.4K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.15% of SGL Investment Advisors's portfolio in Q2 2026, its #99 holding.
SGL Investment Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 7 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 SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.