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Tribridge Partners Financial’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Tribridge Partners Financial’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 		$273K Hold
11,021
– – 0.11% 63
2026
Q1 		$276K Hold
11,021
– – 0.11% 62
2025
Q4 		$278K Buy
+11,021
New +$278K 0.12% 57

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Morgan Stanley
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Thrivent Financial for Lutherans
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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

Tribridge Partners Financial's SUSB Position: Q2 2026 in Review

Tribridge Partners Financial held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 11,021 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #63.

Tribridge Partners Financial first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $278K in Q4 2025. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Tribridge Partners Financial held 11,021 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $273K as of Q2 2026.
  • Tribridge Partners Financial 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 0.11% of Tribridge Partners Financial's portfolio in Q2 2026, its #63 holding.
  • Tribridge Partners Financial first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Tribridge Partners Financial's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $278K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.