Wealth Enhancement Advisory Services
SUSB icon

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

Wealth Enhancement Advisory Services’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 		$3.63M Buy
146,040
+8,066
+6% +$202K 0.01% 1207
2026
Q1 		$3.45M Buy
137,974
+15,594
+13% +$393K 0.01% 1097
2025
Q4 		$3.09M Buy
122,380
+3,805
+3% +$96.1K ﹤0.01% 1271
2025
Q3 		$3M Buy
118,575
+2,583
+2% +$65.1K ﹤0.01% 1212
2025
Q2 		$2.9M Buy
115,992
+1,134
+1% +$28.3K ﹤0.01% 1170
2025
Q1 		$2.87M Sell
114,858
-38,857
-25% -$965K 0.01% 1064
2024
Q4 		$3.8M Buy
153,715
+100,809
+191% +$2.5M 0.01% 901
2024
Q3 		$1.33M Sell
52,906
-8,263
-14% -$205K ﹤0.01% 1256
2024
Q2 		$1.5M Buy
61,169
+11,020
+22% +$269K ﹤0.01% 1106
2024
Q1 		$1.23M Buy
50,149
+1,061
+2% +$25.9K ﹤0.01% 1143
2023
Q4 		$1.2M Buy
49,088
+7,783
+19% +$187K ﹤0.01% 1092
2023
Q3 		$982K Buy
+41,305
New +$986K ﹤0.01% 1103

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's SUSB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 5.8% in Q2 2026, buying an estimated $202K and bringing the position to 146,040 shares worth $3.63M. The position accounts for 0.01% of the portfolio, ranked #1207.

Wealth Enhancement Advisory Services first reported a position in SUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.8M in Q4 2024. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 146,040 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.63M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,066 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $202K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1207 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.8M in Q4 2024.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.