Shotwell Rutter Baer’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Shotwell Rutter Baer’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	$539K	Buy	21,579 +406	+2%	+$10.1K	0.3%	29
2026 Q1	$531K	Buy	21,173 +573	+3%	+$14.4K	0.31%	29
2025 Q4	$520K	Buy	20,600 +607	+3%	+$15.3K	0.31%	29
2025 Q3	$505K	Buy	19,993 +395	+2%	+$9.95K	0.33%	30
2025 Q2	$491K	Sell	19,598 -92	-0.5%	-$2.29K	0.33%	28
2025 Q1	$491K	Buy	19,690 +1,315	+7%	+$32.6K	0.43%	22
2024 Q4	$452K	Buy	18,375 +380	+2%	+$9.44K	0.38%	26
2024 Q3	$449K	Buy	17,995 +869	+5%	+$21.6K	0.37%	26
2024 Q2	$420K	Sell	17,126 -159	-0.9%	-$3.88K	0.37%	25
2024 Q1	$421K	Buy	17,285 +252	+1%	+$6.16K	0.85%	12
2023 Q4	$419K	Buy	+17,033	New	+$408K	0.4%	26

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

Shotwell Rutter Baer's SUSB Position: Q2 2026 in Review

Shotwell Rutter Baer increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 21,579 shares worth $539K. The position accounts for 0.3% of the portfolio, ranked #29.

Shotwell Rutter Baer first reported a position in SUSB in Q4 2023 and has held it in 11 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Shotwell Rutter Baer held 21,579 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $539K as of Q2 2026.
Shotwell Rutter Baer bought 406 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $10.1K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.3% of Shotwell Rutter Baer's portfolio in Q2 2026, its #29 holding.
Shotwell Rutter Baer 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.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Shotwell Rutter Baer's 13F filing for Q2 2026, filed 21 Jul 2026.