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

Wealth Advisory Team’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	$1.07M	Buy	+42,713	New	+$1.07M	0.87%	18
2025 Q4	$577K	Buy	+22,851	New	+$577K	0.51%	24
2025 Q2	$558K	Buy	+22,151	New	+$552K	0.52%	24

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

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

Wealth Advisory Team opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 42,713 shares worth $1.07M. The stake represents 0.87% of the portfolio and ranks #18 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in SUSB as recently as Q4 2025.

Wealth Advisory Team first reported a position in SUSB in Q2 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Wealth Advisory Team held 42,713 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.07M as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Wealth Advisory Team position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.87% of Wealth Advisory Team's portfolio in Q2 2026, its #18 holding.
Wealth Advisory Team first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2025 and has held it in 3 quarters since.
244 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

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