Steward Partners Investment Advisory’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Steward Partners Investment Advisory’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	$805K	Buy	32,211 +27,189	+541%	+$680K	﹤0.01%	1430
2026 Q1	$126K	Sell	5,022 -1,041	-17%	-$26.2K	﹤0.01%	2252
2025 Q4	$153K	Sell	6,063 -11	-0.2%	-$278	﹤0.01%	2071
2025 Q3	$154K	Buy	6,074 +145	+2%	+$3.65K	﹤0.01%	2001
2025 Q2	$149K	Sell	5,929 -250	-4%	-$6.23K	﹤0.01%	1896
2025 Q1	$154K	Sell	6,179 -7,803	-56%	-$194K	﹤0.01%	1774
2024 Q4	$345K	Buy	13,982 +3,764	+37%	+$93.5K	﹤0.01%	1332
2024 Q3	$257K	Buy	10,218 +6,677	+189%	+$166K	﹤0.01%	1399
2024 Q2	$86.7K	Buy	3,541 +2,834	+401%	+$69.1K	﹤0.01%	1854
2024 Q1	$17.3K	Buy	707 +441	+166%	+$10.8K	﹤0.01%	2579
2023 Q4	$6.51K	Hold	266	–	–	﹤0.01%	2865
2023 Q3	$6.32K	Hold	266	–	–	﹤0.01%	2746
2023 Q2	$6.36K	Hold	266	–	–	﹤0.01%	2714
2023 Q1	$6.4K	Sell	266 -3,092	-92%	-$74K	﹤0.01%	2701
2022 Q4	$79.8K	Sell	3,358 -1,605	-32%	-$37.9K	﹤0.01%	1639
2022 Q3	$117K	Sell	4,963 -304	-6%	-$7.31K	﹤0.01%	1435
2022 Q2	$127K	Sell	5,267 -665	-11%	-$16.1K	﹤0.01%	1396
2022 Q1	$146K	Sell	5,932 -4,014	-40%	-$101K	﹤0.01%	1433
2021 Q4	$255K	Sell	9,946 -3,911	-28%	-$101K	﹤0.01%	1215
2021 Q3	$360K	Sell	13,857 -5,840	-30%	-$152K	0.01%	1034
2021 Q2	$513K	Buy	19,697 +8,365	+74%	+$218K	0.01%	921
2021 Q1	$294K	Buy	11,332 +5,968	+111%	+$156K	0.01%	1103
2020 Q4	$140K	Buy	5,364 +1,371	+34%	+$35.8K	﹤0.01%	1222
2020 Q3	$104K	Sell	3,993 -1,580	-28%	-$41.2K	﹤0.01%	1209
2020 Q2	$145K	Sell	5,573 -2,952	-35%	-$75.6K	﹤0.01%	990
2020 Q1	$212K	Sell	8,525 -1,500	-15%	-$37.9K	0.01%	771
2019 Q4	$254K	Buy	10,025 +21	+0.2%	+$534	0.01%	815
2019 Q3	$254K	Buy	10,004 +4,000	+67%	+$101K	0.01%	770
2019 Q2	$152K	Buy	+6,004	New	+$150K	0.01%	902
2018 Q4	–	Sell	-324	Closed	-$8K	–	1991
2018 Q3	$8K	Hold	324	–	–	﹤0.01%	1980
2018 Q2	$8K	Buy	+324	New	+$7.95K	﹤0.01%	1830

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

Steward Partners Investment Advisory's SUSB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 541% in Q2 2026, buying an estimated $680K and bringing the position to 32,211 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Steward Partners Investment Advisory first reported a position in SUSB in Q2 2018 and has held it in 31 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Steward Partners Investment Advisory held 32,211 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $805K as of Q2 2026.
Steward Partners Investment Advisory bought 27,189 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $680K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1430 holding.
Steward Partners Investment Advisory first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2018 and has held it in 31 quarters since.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.