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

Wealth Alliance’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	$299K	Buy	+11,954	New	+$299K	0.03%	453
2021 Q4	–	Sell	-9,569	Closed	-$249K	–	462
2021 Q3	$249K	Sell	9,569 -6,856	-42%	-$178K	0.06%	353
2021 Q2	$428K	Buy	+16,425	New	+$428K	0.1%	232

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

Wealth Alliance's SUSB Position: Q2 2026 in Review

Wealth Alliance opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 11,954 shares worth $299K. The stake represents 0.03% of the portfolio and ranks #453 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in SUSB as recently as Q3 2021.

Wealth Alliance first reported a position in SUSB in Q2 2021 and has held it in 3 quarters since. The position peaked at $428K in Q2 2021. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Wealth Alliance held 11,954 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $299K as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Wealth Alliance position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #453 holding.
Wealth Alliance first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and has held it in 3 quarters since.
Wealth Alliance's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $428K in Q2 2021.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.