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

Wealthcare Advisory 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	$768K	Hold	30,729	–	–	0.01%	581
2026 Q1	$770K	Buy	30,729 +7,930	+35%	+$200K	0.02%	583
2025 Q4	$575K	Hold	22,799	–	–	0.01%	649
2025 Q3	$577K	Buy	22,799 +7,370	+48%	+$186K	0.01%	640
2025 Q2	$388K	Buy	+15,429	New	+$385K	0.01%	714
2021 Q2	–	Sell	-470	Closed	-$12K	–	1710
2021 Q1	$12K	Buy	+470	New	+$12.3K	﹤0.01%	1401
2020 Q2	–	Sell	-4,048	Closed	-$101K	–	1224
2020 Q1	$101K	Buy	4,048 +9	+0.2%	+$227	0.01%	371
2019 Q4	$103K	Buy	4,039 +1,673	+71%	+$42.6K	0.01%	401
2019 Q3	$60K	Buy	+2,366	New	+$60K	0.01%	496

Other funds holding SUSB

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

DJSG

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

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Wealthcare Advisory Partners's SUSB Position: Q2 2026 in Review

Wealthcare Advisory Partners held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 30,729 shares worth $768K. The position accounts for 0.01% of the portfolio, ranked #581.

Wealthcare Advisory Partners first reported a position in SUSB in Q3 2019 and has held it in 9 quarters since. The position peaked at $770K in Q1 2026. 97 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Wealthcare Advisory Partners held 30,729 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $768K as of Q2 2026.
Wealthcare Advisory Partners left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #581 holding.
Wealthcare Advisory Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2019 and has held it in 9 quarters since.
Wealthcare Advisory Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $770K in Q1 2026.
97 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.