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

SHP Wealth Management’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 		$85K Hold
3,402
– – 0.01% 438
2026
Q1 		$85.3K Hold
3,402
– – 0.01% 410
2025
Q4 		$85.9K Buy
+3,402
New +$85.9K 0.01% 379

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SHP Wealth Management's SUSB Position: Q2 2026 in Review

SHP Wealth Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 3,402 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #438.

SHP Wealth Management first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $85.9K in Q4 2025. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • SHP Wealth Management held 3,402 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $85K as of Q2 2026.
  • SHP Wealth Management left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #438 holding.
  • SHP Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $85.9K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.