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

Stifel Financial’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 		$2.62M Buy
104,943
+8,626
+9% +$216K ﹤0.01% 1880
2026
Q1 		$2.41M Buy
96,317
+404
+0.4% +$10.2K ﹤0.01% 1825
2025
Q4 		$2.42M Buy
95,913
+2,334
+2% +$59K ﹤0.01% 1797
2025
Q3 		$2.37M Buy
93,579
+7,586
+9% +$191K ﹤0.01% 1790
2025
Q2 		$2.16M Buy
85,993
+6,287
+8% +$157K ﹤0.01% 1789
2025
Q1 		$1.99M Buy
79,706
+6,388
+9% +$159K ﹤0.01% 1757
2024
Q4 		$1.81M Buy
73,318
+5,025
+7% +$125K ﹤0.01% 1846
2024
Q3 		$1.72M Buy
68,293
+7,017
+11% +$175K ﹤0.01% 1870
2024
Q2 		$1.5M Buy
61,276
+5,385
+10% +$131K ﹤0.01% 1921
2024
Q1 		$1.37M Buy
55,891
+934
+2% +$22.8K ﹤0.01% 1997
2023
Q4 		$1.35M Buy
54,957
+5,858
+12% +$140K ﹤0.01% 1951
2023
Q3 		$1.17M Buy
49,099
+1,728
+4% +$41.2K ﹤0.01% 1943
2023
Q2 		$1.13M Sell
47,371
-4,234
-8% -$102K ﹤0.01% 2006
2023
Q1 		$1.24M Sell
51,605
-7,725
-13% -$185K ﹤0.01% 1895
2022
Q4 		$1.41M Buy
59,330
+2,925
+5% +$69K ﹤0.01% 1765
2022
Q3 		$1.32M Sell
56,405
-15,661
-22% -$377K ﹤0.01% 1764
2022
Q2 		$1.74M Buy
72,066
+9,064
+14% +$220K ﹤0.01% 1591
2022
Q1 		$1.55M Sell
63,002
-5,970
-9% -$150K ﹤0.01% 1816
2021
Q4 		$1.77M Buy
68,972
+19,772
+40% +$509K ﹤0.01% 1710
2021
Q3 		$1.28M Buy
49,200
+7,221
+17% +$188K ﹤0.01% 1900
2021
Q2 		$1.09M Buy
41,979
+8,964
+27% +$233K ﹤0.01% 2025
2021
Q1 		$857K Sell
33,015
-11,194
-25% -$292K ﹤0.01% 2094
2020
Q4 		$1.16M Buy
44,209
+12,779
+41% +$334K ﹤0.01% 1744
2020
Q3 		$821K Buy
31,430
+9,987
+47% +$261K ﹤0.01% 1772
2020
Q2 		$558K Buy
21,443
+5,062
+31% +$130K ﹤0.01% 1963
2020
Q1 		$408K Buy
16,381
+6,414
+64% +$162K ﹤0.01% 1992
2019
Q4 		$254K Buy
+9,967
New +$254K ﹤0.01% 2627

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial's SUSB Position: Q2 2026 in Review

Stifel Financial increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 9% in Q2 2026, buying an estimated $216K and bringing the position to 104,943 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Stifel Financial first reported a position in SUSB in Q4 2019 and has held it in 27 quarters since. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Stifel Financial held 104,943 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.62M as of Q2 2026.
  • Stifel Financial bought 8,626 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $216K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1880 holding.
  • Stifel Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.