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Strategic Point Investment Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Strategic Point Investment Advisors’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 		$1.9M Buy
75,900
+605
+0.8% +$15.1K 0.25% 25
2026
Q1 		$1.89M Sell
75,295
-1,235
-2% -$31.1K 0.27% 23
2025
Q4 		$1.93M Buy
76,530
+570
+0.8% +$14.4K 0.27% 25
2025
Q3 		$1.92M Buy
75,960
+1,370
+2% +$34.5K 0.28% 25
2025
Q2 		$1.88M Sell
74,590
-5,070
-6% -$126K 0.29% 24
2025
Q1 		$1.99M Buy
79,660
+720
+0.9% +$17.9K 0.33% 22
2024
Q4 		$1.95M Buy
78,940
+1,770
+2% +$44K 0.32% 23
2024
Q3 		$1.94M Sell
77,170
-130
-0.2% -$3.23K 0.32% 23
2024
Q2 		$1.89M Sell
77,300
-1,060
-1% -$25.8K 0.34% 22
2024
Q1 		$1.92M Sell
78,360
-325
-0.4% -$7.94K 0.35% 22
2023
Q4 		$1.93M Buy
78,685
+25,305
+47% +$606K 0.37% 23
2023
Q3 		$1.27M Buy
53,380
+955
+2% +$22.8K 0.27% 27
2023
Q2 		$1.25M Buy
52,425
+270
+0.5% +$6.49K 0.26% 27
2023
Q1 		$1.25M Buy
52,155
+6,465
+14% +$155K 0.28% 25
2022
Q4 		$1.09M Buy
45,690
+34,365
+303% +$811K 0.26% 24
2022
Q3 		$266K Hold
11,325
– – 0.07% 28
2022
Q2 		$273K Buy
11,325
+1,350
+14% +$32.7K 0.08% 26
2022
Q1 		$246K Hold
9,975
– – 0.06% 27
2021
Q4 		$256K Buy
9,975
+60
+0.6% +$1.54K 0.06% 24
2021
Q3 		$258K Buy
9,915
+205
+2% +$5.34K 0.06% 24
2021
Q2 		$253K Buy
9,710
+525
+6% +$13.7K 0.06% 24
2021
Q1 		$239K Hold
9,185
– – 0.06% 23
2020
Q4 		$240K Buy
9,185
+105
+1% +$2.74K 0.07% 24
2020
Q3 		$237K Buy
+9,080
New +$237K 0.08% 22

Other funds holding SUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

Strategic Point Investment Advisors's SUSB Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.8% in Q2 2026, buying an estimated $15.1K and bringing the position to 75,900 shares worth $1.9M. The position accounts for 0.25% of the portfolio, ranked #25.

Strategic Point Investment Advisors first reported a position in SUSB in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.99M in Q1 2025. 157 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Strategic Point Investment Advisors held 75,900 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.9M as of Q2 2026.
  • Strategic Point Investment Advisors bought 605 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $15.1K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.25% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Strategic Point Investment Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Strategic Point Investment Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.99M in Q1 2025.
  • 157 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.