Sharkey, Howes & Javer’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Sharkey, Howes & Javer’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	$1.7M	Buy	+68,172	New	+$1.7M	0.21%	60
2025 Q1	–	Sell	-29,183	Closed	-$721K	–	157
2024 Q4	$721K	Buy	29,183 +5,905	+25%	+$147K	0.1%	95
2024 Q3	$586K	Buy	+23,278	New	+$579K	0.08%	96
2023 Q1	–	Sell	-13,048	Closed	-$310K	–	104
2022 Q4	$310K	Buy	+13,048	New	+$308K	0.07%	82
2022 Q1	–	Sell	-42,207	Closed	-$1.08M	–	85
2021 Q4	$1.08M	Buy	42,207 +9,424	+29%	+$243K	0.24%	46
2021 Q3	$852K	Sell	32,783 -17,964	-35%	-$468K	0.22%	46
2021 Q2	$1.32M	Buy	50,747 +35,401	+231%	+$922K	0.35%	36
2021 Q1	$399K	Buy	+15,346	New	+$400K	0.12%	59

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

Sharkey, Howes & Javer's SUSB Position: Q2 2026 in Review

Sharkey, Howes & Javer opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 68,172 shares worth $1.7M. The stake represents 0.21% of the portfolio and ranks #60 among its holdings. This is a return to the name: Sharkey, Howes & Javer previously reported a position in SUSB as recently as Q4 2024.

Sharkey, Howes & Javer first reported a position in SUSB in Q1 2021 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Sharkey, Howes & Javer held 68,172 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.7M as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Sharkey, Howes & Javer position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.21% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #60 holding.
Sharkey, Howes & Javer first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 8 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 Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.