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

WealthShield 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	–	Sell	-594	Closed	-$14.9K	–	583
2026 Q1	$14.9K	Sell	594 -160	-21%	-$4.03K	﹤0.01%	517
2025 Q4	$19K	Sell	754 -45	-6%	-$1.14K	﹤0.01%	483
2025 Q3	$20.2K	Hold	799	–	–	﹤0.01%	479
2025 Q2	$20.1K	Hold	799	–	–	﹤0.01%	472
2025 Q1	$20K	Hold	799	–	–	﹤0.01%	457
2024 Q4	$19.7K	Sell	799 -15	-2%	-$373	﹤0.01%	423
2024 Q3	$20.5K	Hold	814	–	–	﹤0.01%	428
2024 Q2	$19.9K	Sell	814 -125	-13%	-$3.05K	﹤0.01%	401
2024 Q1	$23K	Sell	939 -2,205	-70%	-$53.9K	﹤0.01%	391
2023 Q4	$77K	Sell	3,144 -450	-13%	-$10.8K	0.01%	340
2023 Q3	$85.4K	Sell	3,594 -23	-0.6%	-$549	0.01%	348
2023 Q2	$86.5K	Buy	3,617 +600	+20%	+$14.4K	0.01%	352
2023 Q1	$72.6K	Buy	+3,017	New	+$72.2K	0.01%	355
2021 Q2	–	Sell	-812	Closed	-$21.1K	–	449
2021 Q1	$21K	Buy	+812	New	+$21.2K	﹤0.01%	655

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

WealthShield Partners's SUSB Position: Q2 2026 in Review

WealthShield Partners sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026, closing a stake of 594 shares — an estimated $14.9K sold.

WealthShield Partners first reported a position in SUSB in Q1 2021 and held it in 14 quarters. The position peaked at $86.5K in Q2 2023. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

WealthShield Partners reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 594 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $14.9K.
WealthShield Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and held it in 14 quarters.
WealthShield Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $86.5K in Q2 2023.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.