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TD Private Client Wealth’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

TD Private Client Wealth’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 		$859K Buy
34,357
+1,596
+5% +$39.9K 0.02% 396
2026
Q1 		$821K Sell
32,761
-15,425
-32% -$389K 0.02% 399
2025
Q4 		$1.22M Buy
48,186
+262
+0.5% +$6.62K 0.03% 325
2025
Q3 		$1.21M Sell
47,924
-616
-1% -$15.5K 0.03% 327
2025
Q2 		$1.22M Hold
48,540
– – 0.03% 325
2025
Q1 		$1.21M Sell
48,540
-7,593
-14% -$188K 0.03% 306
2024
Q4 		$1.39M Buy
56,133
+2,822
+5% +$70.1K 0.04% 297
2024
Q3 		$1.34M Buy
53,311
+1,286
+2% +$32K 0.04% 319
2024
Q2 		$1.27M Buy
52,025
+787
+2% +$19.2K 0.04% 311
2024
Q1 		$1.25M Sell
51,238
-3,592
-7% -$87.8K 0.04% 320
2023
Q4 		$1.34M Buy
54,830
+238
+0.4% +$5.7K 0.05% 288
2023
Q3 		$1.3M Buy
54,592
+2,233
+4% +$53.3K 0.06% 280
2023
Q2 		$1.25M Buy
52,359
+3,449
+7% +$82.8K 0.05% 296
2023
Q1 		$1.18M Buy
48,910
+17,933
+58% +$429K 0.05% 302
2022
Q4 		$736K Sell
30,977
-13,575
-30% -$320K 0.03% 367
2022
Q3 		$1.05M Buy
44,552
+327
+0.7% +$7.86K 0.05% 298
2022
Q2 		$1.07M Sell
44,225
-1,981
-4% -$48.1K 0.05% 304
2022
Q1 		$1.14M Buy
46,206
+31,539
+215% +$792K 0.05% 320
2021
Q4 		$376K Sell
14,667
-11,942
-45% -$308K 0.02% 458
2021
Q3 		$691K Buy
26,609
+766
+3% +$19.9K 0.03% 369
2021
Q2 		$673K Buy
25,843
+4,305
+20% +$112K 0.03% 373
2021
Q1 		$559K Buy
21,538
+8,807
+69% +$230K 0.03% 377
2020
Q4 		$333K Hold
12,731
– – 0.02% 427
2020
Q3 		$332K Sell
12,731
-2,551
-17% -$66.6K 0.02% 403
2020
Q2 		$397K Buy
+15,282
New +$391K 0.02% 378

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

TD Private Client Wealth's SUSB Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.9% in Q2 2026, buying an estimated $39.9K and bringing the position to 34,357 shares worth $859K. The position accounts for 0.02% of the portfolio, ranked #396.

TD Private Client Wealth first reported a position in SUSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.39M in Q4 2024. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • TD Private Client Wealth held 34,357 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $859K as of Q2 2026.
  • TD Private Client Wealth bought 1,596 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $39.9K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of TD Private Client Wealth's portfolio in Q2 2026, its #396 holding.
  • TD Private Client Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • TD Private Client Wealth's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.39M in Q4 2024.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.