Verus Capital Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Verus Capital Partners’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	$311K	Buy	12,443 +22	+0.2%	+$550	0.02%	382
2026 Q1	$311K	Buy	12,421 +1,352	+12%	+$34.1K	0.02%	346
2025 Q4	$279K	Buy	11,069 +491	+5%	+$12.4K	0.02%	366
2025 Q3	$268K	Buy	+10,578	New	+$266K	0.02%	340
2025 Q2	–	Sell	-9,736	Closed	-$243K	–	410
2025 Q1	$243K	Buy	+9,736	New	+$242K	0.02%	318

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

Verus Capital Partners's SUSB Position: Q2 2026 in Review

Verus Capital Partners increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.18% in Q2 2026, buying an estimated $550 and bringing the position to 12,443 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #382.

Verus Capital Partners first reported a position in SUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $311K in Q1 2026. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Verus Capital Partners held 12,443 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $311K as of Q2 2026.
Verus Capital Partners bought 22 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $550.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of Verus Capital Partners's portfolio in Q2 2026, its #382 holding.
Verus Capital Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Verus Capital Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $311K in Q1 2026.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.