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

SoFi Wealth’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	$65.2K	Sell	2,609 -14	-0.5%	-$350	﹤0.01%	37
2026 Q1	$65.7K	Buy	2,623 +901	+52%	+$22.7K	﹤0.01%	36
2025 Q4	$43.5K	Buy	1,722 +308	+22%	+$7.78K	﹤0.01%	39
2025 Q3	$35.8K	Buy	1,414 +275	+24%	+$6.93K	﹤0.01%	40
2025 Q2	$28.7K	Buy	1,139 +521	+84%	+$13K	﹤0.01%	39
2025 Q1	$15.5K	Buy	618 +564	+1,044%	+$14K	﹤0.01%	35
2024 Q4	$1.33K	Buy	+54	New	+$1.34K	﹤0.01%	40

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

SoFi Wealth's SUSB Position: Q2 2026 in Review

SoFi Wealth reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.53% in Q2 2026, selling an estimated $350 and leaving 2,609 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #37.

SoFi Wealth first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $65.7K in Q1 2026. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

SoFi Wealth held 2,609 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $65.2K as of Q2 2026.
SoFi Wealth sold 14 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $350.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of SoFi Wealth's portfolio in Q2 2026, its #37 holding.
SoFi Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
SoFi Wealth's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $65.7K 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 SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.