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

Veridan Wealth’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	$341K	Buy	13,627 +343	+3%	+$8.57K	0.12%	71
2026 Q1	$333K	Sell	13,284 -700	-5%	-$17.6K	0.12%	68
2025 Q4	$353K	Buy	13,984 +223	+2%	+$5.63K	0.12%	64
2025 Q3	$348K	Buy	+13,761	New	+$347K	0.12%	64
2025 Q1	$337K	Sell	13,479 -4,525	-25%	-$112K	0.15%	61
2024 Q4	$445K	Buy	+18,004	New	+$447K	0.21%	53
2024 Q2	$343K	Buy	+13,608	New	+$332K	0.14%	63

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

Veridan Wealth's SUSB Position: Q2 2026 in Review

Veridan Wealth increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.6% in Q2 2026, buying an estimated $8.57K and bringing the position to 13,627 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #71.

Veridan Wealth first reported a position in SUSB in Q2 2024 and has held it in 7 quarters since. The position peaked at $445K in Q4 2024. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Veridan Wealth held 13,627 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $341K as of Q2 2026.
Veridan Wealth bought 343 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $8.57K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.12% of Veridan Wealth's portfolio in Q2 2026, its #71 holding.
Veridan Wealth first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $445K in Q4 2024.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.