Sweeney & Michel’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Sweeney & Michel’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	$244K	Buy	9,808 +818	+9%	+$20.4K	0.06%	145
2026 Q1	$225K	Buy	8,990 +68	+0.8%	+$1.71K	0.07%	136
2025 Q4	$225K	Buy	8,922 +133	+2%	+$3.36K	0.07%	139
2025 Q3	$222K	Buy	8,789 +267	+3%	+$6.72K	0.07%	126
2025 Q2	$213K	Sell	8,522 -32	-0.4%	-$798	0.08%	128
2025 Q1	$211K	Buy	+8,554	New	+$212K	0.09%	115
2024 Q3	$203K	Buy	+8,131	New	+$202K	0.08%	116

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

Sweeney & Michel's SUSB Position: Q2 2026 in Review

Sweeney & Michel increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 9.1% in Q2 2026, buying an estimated $20.4K and bringing the position to 9,808 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #145.

Sweeney & Michel first reported a position in SUSB in Q3 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Sweeney & Michel held 9,808 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $244K as of Q2 2026.
Sweeney & Michel bought 818 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $20.4K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.06% of Sweeney & Michel's portfolio in Q2 2026, its #145 holding.
Sweeney & Michel first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.