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

UBS Group’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 		$12.2M Buy
488,152
+10,884
+2% +$272K ﹤0.01% 3231
2026
Q1 		$12M Buy
477,268
+38,384
+9% +$968K ﹤0.01% 3147
2025
Q4 		$11.1M Sell
438,884
-3,868
-0.9% -$97.7K ﹤0.01% 3179
2025
Q3 		$11.2M Sell
442,752
-5,437
-1% -$137K ﹤0.01% 3169
2025
Q2 		$11.3M Sell
448,189
-2,111
-0.5% -$52.6K ﹤0.01% 2963
2025
Q1 		$11.3M Sell
450,300
-11,601
-3% -$288K ﹤0.01% 2904
2024
Q4 		$11.4M Sell
461,901
-20,250
-4% -$503K ﹤0.01% 2903
2024
Q3 		$12.1M Buy
482,151
+17,240
+4% +$429K ﹤0.01% 2192
2024
Q2 		$11.4M Sell
464,911
-54,347
-10% -$1.32M ﹤0.01% 2115
2024
Q1 		$12.7M Sell
519,258
-67,441
-11% -$1.65M ﹤0.01% 2067
2023
Q4 		$14.4M Sell
586,699
-92,830
-14% -$2.22M ﹤0.01% 1825
2023
Q3 		$16.2M Sell
679,529
-28,560
-4% -$682K 0.01% 1633
2023
Q2 		$16.9M Buy
708,089
+53,788
+8% +$1.29M 0.01% 1571
2023
Q1 		$15.7M Buy
654,301
+80,865
+14% +$1.93M 0.01% 1568
2022
Q4 		$13.6M Buy
573,436
+51,271
+10% +$1.21M 0.01% 1689
2022
Q3 		$12.3M Buy
522,165
+15,540
+3% +$374K 0.01% 1628
2022
Q2 		$12.2M Buy
506,625
+15,336
+3% +$372K 0.01% 1669
2022
Q1 		$12.1M Sell
491,289
-124,449
-20% -$3.12M ﹤0.01% 1796
2021
Q4 		$15.8M Buy
615,738
+57,352
+10% +$1.48M ﹤0.01% 1751
2021
Q3 		$14.5M Buy
558,386
+40,965
+8% +$1.07M ﹤0.01% 1746
2021
Q2 		$13.5M Buy
517,421
+40,543
+9% +$1.06M ﹤0.01% 1794
2021
Q1 		$12.4M Buy
476,878
+254,440
+114% +$6.63M ﹤0.01% 1774
2020
Q4 		$5.82M Buy
222,438
+49,844
+29% +$1.3M ﹤0.01% 2308
2020
Q3 		$4.51M Buy
172,594
+21,220
+14% +$554K ﹤0.01% 2299
2020
Q2 		$3.94M Buy
151,374
+25,061
+20% +$642K ﹤0.01% 2231
2020
Q1 		$3.15M Buy
126,313
+57,867
+85% +$1.46M ﹤0.01% 2335
2019
Q4 		$1.74M Buy
68,446
+17,592
+35% +$447K ﹤0.01% 3699
2019
Q3 		$1.29M Buy
50,854
+18,909
+59% +$480K ﹤0.01% 3732
2019
Q2 		$809K Buy
31,945
+14,851
+87% +$372K ﹤0.01% 3917
2019
Q1 		$428K Buy
17,094
+3,317
+24% +$82K ﹤0.01% 4161
2018
Q4 		$337K Buy
+13,777
New +$337K ﹤0.01% 4542

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

UBS Group's SUSB Position: Q2 2026 in Review

UBS Group increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.3% in Q2 2026, buying an estimated $272K and bringing the position to 488,152 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3231.

UBS Group first reported a position in SUSB in Q4 2018 and has held it in 31 quarters since. The position peaked at $16.9M in Q2 2023. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • UBS Group held 488,152 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $12.2M as of Q2 2026.
  • UBS Group bought 10,884 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $272K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3231 holding.
  • UBS Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • UBS Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $16.9M in Q2 2023.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.