Wells Financial Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Wells Financial Advisors’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	$266K	Hold	10,660	–	–	2.47%	14
2026 Q1	$267K	Hold	10,660	–	–	1.22%	26
2025 Q4	$269K	Hold	10,660	–	–	0.51%	29
2025 Q3	$270K	Hold	10,660	–	–	0.36%	35
2025 Q2	$268K	Hold	10,660	–	–	0.37%	34
2025 Q1	$266K	Hold	10,660	–	–	0.37%	34
2024 Q4	$263K	Buy	10,660 +1,290	+14%	+$32K	0.36%	37
2024 Q3	$236K	Hold	9,370	–	–	0.32%	36
2024 Q2	$229K	Hold	9,370	–	–	0.15%	48
2024 Q1	$229K	Hold	9,370	–	–	0.16%	39
2023 Q4	$229K	Hold	9,370	–	–	0.17%	37
2023 Q3	$223K	Hold	9,370	–	–	0.17%	36
2023 Q2	$224K	Buy	9,370 +350	+4%	+$8.41K	0.17%	36
2023 Q1	$217K	Hold	9,020	–	–	0.17%	39
2022 Q4	$214K	Buy	9,020 +3,060	+51%	+$72.2K	0.18%	39
2022 Q3	$140K	Buy	+5,960	New	+$143K	0.14%	39
2022 Q1	–	Sell	-3,242	Closed	-$83K	–	61
2021 Q4	$83K	Hold	3,242	–	–	0.07%	45
2021 Q3	$84K	Hold	3,242	–	–	0.07%	45
2021 Q2	$84K	Buy	3,242 +850	+36%	+$22.1K	0.07%	45
2021 Q1	$62K	Buy	2,392 +1,800	+304%	+$46.9K	0.06%	46
2020 Q4	$15K	Buy	+592	New	+$15.5K	0.01%	55

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

Wells Financial Advisors's SUSB Position: Q2 2026 in Review

Wells Financial Advisors held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 10,660 shares worth $266K. The position accounts for 2.47% of the portfolio, ranked #14.

Wells Financial Advisors first reported a position in SUSB in Q4 2020 and has held it in 21 quarters since. The position peaked at $270K in Q3 2025. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Wells Financial Advisors held 10,660 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $266K as of Q2 2026.
Wells Financial Advisors 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 2.47% of Wells Financial Advisors's portfolio in Q2 2026, its #14 holding.
Wells Financial Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 21 quarters since.
Wells Financial Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $270K in Q3 2025.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.