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

VSM Wealth Advisory’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	$174K	Buy	6,979 +6	+0.1%	+$150	0.05%	122
2026 Q1	$175K	Sell	6,973 -9	-0.1%	-$227	0.05%	118
2025 Q4	$176K	Buy	6,982 +2,429	+53%	+$61.4K	0.05%	114
2025 Q3	$115K	Buy	4,553 +635	+16%	+$16K	0.04%	118
2025 Q2	$98.6K	Buy	3,918 +349	+10%	+$8.7K	0.03%	140
2025 Q1	$89.2K	Buy	3,569 +341	+11%	+$8.46K	0.03%	141
2024 Q4	$79.7K	Buy	+3,228	New	+$80.2K	0.03%	149

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

VSM Wealth Advisory's SUSB Position: Q2 2026 in Review

VSM Wealth Advisory increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.09% in Q2 2026, buying an estimated $150 and bringing the position to 6,979 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #122.

VSM Wealth Advisory first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $176K in Q4 2025. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

VSM Wealth Advisory held 6,979 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $174K as of Q2 2026.
VSM Wealth Advisory bought 6 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $150.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.05% of VSM Wealth Advisory's portfolio in Q2 2026, its #122 holding.
VSM Wealth Advisory first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $176K in Q4 2025.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.