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

Smartleaf Asset 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	$7.71K	Hold	308	–	–	﹤0.01%	2481
2026 Q1	$7.7K	Hold	308	–	–	﹤0.01%	2455
2025 Q4	$7.78K	Hold	308	–	–	﹤0.01%	2497
2025 Q3	$7.79K	Hold	308	–	–	﹤0.01%	2211
2025 Q2	$7.74K	Buy	308 +294	+2,100%	+$7.33K	﹤0.01%	1910
2025 Q1	$349	Buy	+14	New	+$348	﹤0.01%	2747
2024 Q2	–	Sell	-225	Closed	-$5.51K	–	2764
2024 Q1	$5.51K	Sell	225 -576	-72%	-$14.1K	﹤0.01%	1179
2023 Q4	$19.6K	Buy	+801	New	+$19.2K	0.01%	671

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

Smartleaf Asset Management's SUSB Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 308 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

Smartleaf Asset Management first reported a position in SUSB in Q4 2023 and has held it in 8 quarters since. The position peaked at $19.6K in Q4 2023. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Smartleaf Asset Management held 308 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $7.71K as of Q2 2026.
Smartleaf Asset 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 Smartleaf Asset Management's portfolio in Q2 2026, its #2481 holding.
Smartleaf Asset Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Smartleaf Asset Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $19.6K in Q4 2023.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.