Tradewinds Capital Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Tradewinds Capital Management’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	$8.97K	Buy	359 +41	+13%	+$1.02K	﹤0.01%	411
2026 Q1	$7.97K	Buy	318 +50	+19%	+$1.26K	﹤0.01%	423
2025 Q4	$6.76K	Buy	268 +1	+0.4%	+$25	﹤0.01%	418
2025 Q3	$6.76K	Buy	267 +40	+18%	+$1.01K	﹤0.01%	413
2025 Q2	$5.71K	Buy	227 +24	+12%	+$598	﹤0.01%	400
2025 Q1	$5.07K	Buy	203 +11	+6%	+$273	﹤0.01%	417
2024 Q4	$4.74K	Buy	192 +188	+4,700%	+$4.67K	﹤0.01%	435
2024 Q3	$101	Buy	+4	New	+$99	﹤0.01%	597

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

Tradewinds Capital Management's SUSB Position: Q2 2026 in Review

Tradewinds Capital Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 13% in Q2 2026, buying an estimated $1.02K and bringing the position to 359 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Tradewinds Capital Management first reported a position in SUSB in Q3 2024 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Tradewinds Capital Management held 359 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $8.97K as of Q2 2026.
Tradewinds Capital Management bought 41 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $1.02K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #411 holding.
Tradewinds Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.