Silver Oak Advisory Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Silver Oak Advisory Group’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	$323K	Buy	12,958 +18	+0.1%	+$450	0.13%	61
2026 Q1	$324K	Buy	12,940 +374	+3%	+$9.43K	0.14%	56
2025 Q4	$317K	Buy	12,566 +27	+0.2%	+$682	0.14%	53
2025 Q3	$317K	Buy	12,539 +19	+0.2%	+$478	0.14%	54
2025 Q2	$315K	Buy	12,520 +18	+0.1%	+$449	0.15%	53
2025 Q1	$312K	Buy	12,502 +1,296	+12%	+$32.2K	0.17%	51
2024 Q4	$276K	Buy	11,206 +24	+0.2%	+$596	0.15%	50
2024 Q3	$281K	Buy	+11,182	New	+$278K	0.14%	52

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

Silver Oak Advisory Group's SUSB Position: Q2 2026 in Review

Silver Oak Advisory Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.14% in Q2 2026, buying an estimated $450 and bringing the position to 12,958 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #61.

Silver Oak Advisory Group first reported a position in SUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $324K in Q1 2026. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Silver Oak Advisory Group held 12,958 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $323K as of Q2 2026.
Silver Oak Advisory Group bought 18 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $450.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.13% of Silver Oak Advisory Group's portfolio in Q2 2026, its #61 holding.
Silver Oak Advisory Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Silver Oak Advisory Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $324K in Q1 2026.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.