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

Tradition Wealth 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 		$409K Buy
16,367
+77
+0.5% +$1.93K 0.03% 350
2026
Q1 		$408K Sell
16,290
-114
-0.7% -$2.87K 0.03% 326
2025
Q4 		$414K Buy
16,404
+154
+0.9% +$3.89K 0.03% 318
2025
Q3 		$411K Buy
16,250
+105
+0.7% +$2.64K 0.03% 321
2025
Q2 		$406K Sell
16,145
-104
-0.6% -$2.59K 0.03% 298
2025
Q1 		$406K Sell
16,249
-2,617
-14% -$65K 0.04% 283
2024
Q4 		$466K Sell
18,866
-1,888
-9% -$46.9K 0.04% 259
2024
Q3 		$522K Buy
20,754
+319
+2% +$7.93K 0.05% 235
2024
Q2 		$500K Sell
20,435
-300
-1% -$7.31K 0.05% 233
2024
Q1 		$508K Buy
20,735
+319
+2% +$7.79K 0.05% 219
2023
Q4 		$500K Buy
20,416
+769
+4% +$18.4K 0.05% 191
2023
Q3 		$467K Buy
19,647
+413
+2% +$9.86K 0.06% 186
2023
Q2 		$460K Buy
19,234
+1,749
+10% +$42K 0.05% 188
2023
Q1 		$421K Buy
17,485
+573
+3% +$13.7K 0.05% 198
2022
Q4 		$402K Buy
16,912
+1,963
+13% +$46.3K 0.06% 186
2022
Q3 		$351K Buy
14,949
+99
+0.7% +$2.38K 0.05% 192
2022
Q2 		$358K Sell
14,850
-362
-2% -$8.78K 0.05% 194
2022
Q1 		$375K Buy
15,212
+2,023
+15% +$50.8K 0.05% 222
2021
Q4 		$338K Buy
13,189
+11,005
+504% +$283K 0.04% 231
2021
Q3 		$57K Buy
2,184
+474
+28% +$12.3K 0.01% 477
2021
Q2 		$45K Buy
+1,710
New +$44.5K 0.01% 556

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

Tradition Wealth Management's SUSB Position: Q2 2026 in Review

Tradition Wealth Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.47% in Q2 2026, buying an estimated $1.93K and bringing the position to 16,367 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #350.

Tradition Wealth Management first reported a position in SUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $522K in Q3 2024. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Tradition Wealth Management held 16,367 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $409K as of Q2 2026.
  • Tradition Wealth Management bought 77 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $1.93K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Tradition Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Tradition Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $522K in Q3 2024.
  • 352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.