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

Symmetry Partners’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	$380K	Buy	15,211 +1,042	+7%	+$26K	0.02%	151
2026 Q1	$355K	Sell	14,169 -129	-0.9%	-$3.25K	0.02%	131
2025 Q4	$361K	Sell	14,298 -2,468	-15%	-$62.3K	0.02%	122
2025 Q3	$424K	Buy	16,766 +2,158	+15%	+$54.3K	0.05%	96
2025 Q2	$368K	Sell	14,608 -6	-0%	-$150	0.05%	101
2025 Q1	$365K	Hold	14,614	–	–	0.05%	96
2024 Q4	$361K	Buy	+14,614	New	+$363K	0.05%	89
2023 Q4	–	Sell	-8,702	Closed	-$207K	–	553
2023 Q3	$207K	Buy	8,702 +264	+3%	+$6.3K	0.01%	515
2023 Q2	$202K	Buy	+8,438	New	+$203K	0.01%	567
2022 Q4	–	Sell	-8,729	Closed	-$205K	–	555
2022 Q3	$205K	Buy	+8,729	New	+$210K	0.01%	525

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

Symmetry Partners's SUSB Position: Q2 2026 in Review

Symmetry Partners increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 7.4% in Q2 2026, buying an estimated $26K and bringing the position to 15,211 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #151.

Symmetry Partners first reported a position in SUSB in Q3 2022 and has held it in 10 quarters since. The position peaked at $424K in Q3 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Symmetry Partners held 15,211 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $380K as of Q2 2026.
Symmetry Partners bought 1,042 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $26K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Symmetry Partners's portfolio in Q2 2026, its #151 holding.
Symmetry Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and has held it in 10 quarters since.
Symmetry Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $424K in Q3 2025.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.