Wealthspire Advisors (New York)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Wealthspire Advisors (New York)’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	$12.8M	Buy	511,273 +18,809	+4%	+$470K	0.07%	152
2026 Q1	$12.3M	Sell	492,464 -14,244	-3%	-$359K	0.1%	100
2025 Q4	$12.8M	Buy	506,708 +17,246	+4%	+$436K	0.1%	98
2025 Q3	$12.4M	Buy	489,462 +10,155	+2%	+$256K	0.06%	104
2025 Q2	$12.1M	Buy	479,307 +9,075	+2%	+$226K	0.07%	101
2025 Q1	$11.8M	Buy	470,232 +2,576	+0.6%	+$63.9K	0.07%	101
2024 Q4	$11.6M	Sell	467,656 -450,272	-49%	-$11.2M	0.11%	89
2024 Q3	$23.1M	Buy	+917,928	New	+$22.8M	0.24%	63

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

Wealthspire Advisors (New York)'s SUSB Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.8% in Q2 2026, buying an estimated $470K and bringing the position to 511,273 shares worth $12.8M. The position accounts for 0.07% of the portfolio, ranked #152.

Wealthspire Advisors (New York) first reported a position in SUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.1M in Q3 2024. 352 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Wealthspire Advisors (New York) held 511,273 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $12.8M as of Q2 2026.
Wealthspire Advisors (New York) bought 18,809 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $470K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #152 holding.
Wealthspire Advisors (New York) first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $23.1M in Q3 2024.
352 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.