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

Spire 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	$7.47K	Hold	299	–	–	﹤0.01%	1731
2026 Q1	$7.49K	Hold	299	–	–	﹤0.01%	1719
2025 Q4	$7.55K	Hold	299	–	–	﹤0.01%	1808
2025 Q3	$7.57K	Hold	299	–	–	﹤0.01%	1856
2025 Q2	$7.53K	Hold	299	–	–	﹤0.01%	1814
2025 Q1	$7.47K	Hold	299	–	–	﹤0.01%	1936
2024 Q4	$7.38K	Hold	299	–	–	﹤0.01%	1930
2024 Q3	$7.52K	Hold	299	–	–	﹤0.01%	1720
2024 Q2	$7.32K	Sell	299 -346	-54%	-$8.43K	﹤0.01%	1730
2024 Q1	$15.8K	Buy	+645	New	+$15.8K	﹤0.01%	1586
2021 Q3	–	Sell	-1,008	Closed	-$26K	–	2641
2021 Q2	$26K	Buy	+1,008	New	+$26.2K	﹤0.01%	1775

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

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

Spire Wealth Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 299 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Spire Wealth Management first reported a position in SUSB in Q2 2021 and has held it in 11 quarters since. The position peaked at $26K in Q2 2021. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Spire Wealth Management held 299 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $7.47K as of Q2 2026.
Spire 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 Spire Wealth Management's portfolio in Q2 2026, its #1731 holding.
Spire Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and has held it in 11 quarters since.
Spire Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $26K in Q2 2021.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.