Western Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Western Wealth Management’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	$295K	Sell	11,799 -383	-3%	-$9.57K	0.01%	835
2026 Q1	$305K	Buy	12,182 +443	+4%	+$11.2K	0.01%	793
2025 Q4	$296K	Buy	11,739 +306	+3%	+$7.73K	0.01%	665
2025 Q3	$289K	Buy	11,433 +995	+10%	+$25.1K	0.02%	605
2025 Q2	$263K	Buy	10,438 +48	+0.5%	+$1.2K	0.02%	594
2025 Q1	$260K	Buy	10,390 +1,564	+18%	+$38.8K	0.02%	573
2024 Q4	$218K	Sell	8,826 -558	-6%	-$13.9K	0.01%	702
2024 Q3	$236K	Buy	9,384 +239	+3%	+$5.94K	0.01%	670
2024 Q2	$224K	Sell	9,145 -593	-6%	-$14.5K	0.02%	597
2024 Q1	$238K	Buy	9,738 +1,234	+15%	+$30.2K	0.02%	574
2023 Q4	$208K	Buy	+8,504	New	+$204K	0.02%	651

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

Western Wealth Management's SUSB Position: Q2 2026 in Review

Western Wealth Management reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.1% in Q2 2026, selling an estimated $9.57K and leaving 11,799 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #835.

Western Wealth Management first reported a position in SUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $305K in Q1 2026. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Western Wealth Management held 11,799 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $295K as of Q2 2026.
Western Wealth Management sold 383 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $9.57K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #835 holding.
Western Wealth Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Western Wealth Management's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $305K in Q1 2026.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.