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

Twin Peaks Wealth 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	–	Sell	-488	Closed	-$12.2K	–	1953
2026 Q1	$12.2K	Buy	+488	New	+$12.3K	﹤0.01%	954
2025 Q3	–	Sell	-167	Closed	-$4.21K	–	1881
2025 Q2	$4.21K	Buy	+167	New	+$4.16K	﹤0.01%	1381

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

Twin Peaks Wealth Advisors's SUSB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026, closing a stake of 488 shares — an estimated $12.2K sold.

Twin Peaks Wealth Advisors first reported a position in SUSB in Q2 2025 and held it in 2 quarters. The position peaked at $12.2K in Q1 2026. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 488 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $12.2K.
Twin Peaks Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $12.2K in Q1 2026.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.