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

Traveka 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	$464K	Buy	+18,559	New	+$464K	0.15%	104
2025 Q4	–	Sell	-17,852	Closed	-$452K	–	197
2025 Q3	$452K	Buy	17,852 +24	+0.1%	+$604	0.2%	86
2025 Q2	$449K	Buy	17,828 +22	+0.1%	+$549	0.24%	71
2025 Q1	$445K	Buy	17,806 +5,898	+50%	+$146K	0.25%	69
2024 Q4	$294K	Buy	+11,908	New	+$296K	0.16%	97

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Traveka Wealth's SUSB Position: Q2 2026 in Review

Traveka Wealth opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 18,559 shares worth $464K. The stake represents 0.15% of the portfolio and ranks #104 among its holdings. This is a return to the name: Traveka Wealth previously reported a position in SUSB as recently as Q3 2025.

Traveka Wealth first reported a position in SUSB in Q4 2024 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Traveka Wealth held 18,559 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $464K as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Traveka Wealth position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.15% of Traveka Wealth's portfolio in Q2 2026, its #104 holding.
Traveka Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
165 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.