True Link Financial Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

True Link Financial Advisors’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	$305K	Hold	12,211	–	–	0.02%	76
2026 Q1	$306K	Buy	12,211 +3,344	+38%	+$84.3K	0.02%	67
2025 Q4	$224K	Buy	+8,867	New	+$224K	0.01%	106

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

True Link Financial Advisors's SUSB Position: Q2 2026 in Review

True Link Financial Advisors held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 12,211 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #76.

True Link Financial Advisors first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $306K in Q1 2026. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

True Link Financial Advisors held 12,211 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $305K as of Q2 2026.
True Link Financial Advisors 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 0.02% of True Link Financial Advisors's portfolio in Q2 2026, its #76 holding.
True Link Financial Advisors 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.
True Link Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $306K in Q1 2026.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.