Valley National Advisers’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Valley National Advisers’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	$368K	Buy	14,740 +104	+0.7%	+$2.6K	0.04%	203
2026 Q1	$366K	Buy	14,636 +2,177	+17%	+$54.9K	0.05%	197
2025 Q4	$314K	Buy	12,459 +1,577	+14%	+$39.8K	0.04%	206
2025 Q3	$275K	Buy	10,882 +854	+9%	+$21.5K	0.04%	200
2025 Q2	$252K	Buy	10,028 +167	+2%	+$4.16K	0.04%	214
2025 Q1	$246K	Buy	9,861 +81	+0.8%	+$2.01K	0.04%	217
2024 Q4	$241K	Buy	9,780 +100	+1%	+$2.48K	0.04%	208
2024 Q3	$243K	Sell	9,680 -3,117	-24%	-$77.5K	0.04%	218
2024 Q2	$313K	Buy	12,797 +379	+3%	+$9.24K	0.05%	206
2024 Q1	$303K	Buy	12,418 +1,403	+13%	+$34.3K	0.05%	209
2023 Q4	$269K	Buy	11,015 +543	+5%	+$13K	0.04%	213
2023 Q3	$249K	Buy	10,472 +588	+6%	+$14K	0.04%	221
2023 Q2	$237K	Buy	9,884 +5,679	+135%	+$136K	0.04%	227
2023 Q1	$101K	Buy	4,205 +1,903	+83%	+$45.5K	0.02%	297
2022 Q4	$55K	Buy	2,302 +1,599	+227%	+$37.7K	0.01%	371
2022 Q3	$16K	Buy	+703	New	+$16.9K	﹤0.01%	530

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

Valley National Advisers's SUSB Position: Q2 2026 in Review

Valley National Advisers increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.71% in Q2 2026, buying an estimated $2.6K and bringing the position to 14,740 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #203.

Valley National Advisers first reported a position in SUSB in Q3 2022 and has held it in 16 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Valley National Advisers held 14,740 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $368K as of Q2 2026.
Valley National Advisers bought 104 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $2.6K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Valley National Advisers's portfolio in Q2 2026, its #203 holding.
Valley National Advisers first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.