STALEY CAPITAL ADVISERS’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

STALEY CAPITAL ADVISERS’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	$1.75M	Hold	70,000	–	–	0.07%	94
2026 Q1	$1.75M	Hold	70,000	–	–	0.07%	87
2025 Q4	$1.77M	Hold	70,000	–	–	0.07%	90
2025 Q3	$1.77M	Hold	70,000	–	–	0.07%	90
2025 Q2	$1.76M	Buy	70,000 +20,000	+40%	+$499K	0.07%	89
2025 Q1	$1.25M	Hold	50,000	–	–	0.06%	101
2024 Q4	$1.24M	Sell	50,000 -5,000	-9%	-$124K	0.05%	97
2024 Q3	$1.38M	Hold	55,000	–	–	0.06%	93
2024 Q2	$1.35M	Hold	55,000	–	–	0.06%	94
2024 Q1	$1.35M	Sell	55,000 -10,000	-15%	-$244K	0.06%	94
2023 Q4	$1.59M	Sell	65,000 -10,000	-13%	-$240K	0.08%	84
2023 Q3	$1.78M	Hold	75,000	–	–	0.1%	76
2023 Q2	$1.79M	Hold	75,000	–	–	0.1%	78
2023 Q1	$1.8M	Hold	75,000	–	–	0.1%	77
2022 Q4	$1.78M	Hold	75,000	–	–	0.11%	76
2022 Q3	$1.76M	Hold	75,000	–	–	0.11%	73
2022 Q2	$1.81M	Sell	75,000 -7,000	-9%	-$170K	0.11%	73
2022 Q1	$2.02M	Hold	82,000	–	–	0.1%	78
2021 Q4	$2.1M	Hold	82,000	–	–	0.1%	75
2021 Q3	$2.13M	Hold	82,000	–	–	0.11%	74
2021 Q2	$2.13M	Hold	82,000	–	–	0.11%	71
2021 Q1	$2.13M	Buy	+82,000	New	+$2.14M	0.12%	76

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

STALEY CAPITAL ADVISERS's SUSB Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 70,000 shares worth $1.75M. The position accounts for 0.07% of the portfolio, ranked #94.

STALEY CAPITAL ADVISERS first reported a position in SUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.13M in Q2 2021. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

STALEY CAPITAL ADVISERS held 70,000 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.75M as of Q2 2026.
STALEY CAPITAL ADVISERS 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 0.07% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #94 holding.
STALEY CAPITAL ADVISERS first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
STALEY CAPITAL ADVISERS's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.13M in Q2 2021.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.