Tanglewood Legacy Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Tanglewood Legacy 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	$3.07K	Hold	123	–	–	﹤0.01%	266
2026 Q1	$3.08K	Hold	123	–	–	﹤0.01%	251
2025 Q4	$3.1K	Hold	123	–	–	﹤0.01%	250
2025 Q3	$3.11K	Hold	123	–	–	﹤0.01%	255
2025 Q2	$3.1K	Hold	123	–	–	﹤0.01%	267
2025 Q1	$3.07K	Buy	+123	New	+$3.05K	﹤0.01%	276

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

Tanglewood Legacy Advisors's SUSB Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 123 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Tanglewood Legacy Advisors first reported a position in SUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.11K in Q3 2025. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Tanglewood Legacy Advisors held 123 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.07K as of Q2 2026.
Tanglewood Legacy Advisors left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #266 holding.
Tanglewood Legacy Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Tanglewood Legacy Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.11K 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 Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.