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

Westfuller 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	$746K	Sell	29,839 -7,360	-20%	-$184K	0.27%	70
2026 Q1	$932K	Buy	37,199 +8,242	+28%	+$208K	0.4%	60
2025 Q4	$731K	Buy	28,957 +334	+1%	+$8.44K	0.3%	65
2025 Q3	$724K	Buy	28,623 +241	+0.8%	+$6.07K	0.33%	64
2025 Q2	$714K	Buy	28,382 +234	+0.8%	+$5.83K	0.41%	57
2025 Q1	$703K	Buy	28,148 +155	+0.6%	+$3.85K	0.47%	50
2024 Q4	$691K	Buy	27,993 +151	+0.5%	+$3.75K	0.44%	50
2024 Q3	$701K	Buy	+27,842	New	+$692K	0.5%	46
2024 Q1	$672K	Buy	+27,444	New	+$671K	0.81%	37

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

Westfuller Advisors's SUSB Position: Q2 2026 in Review

Westfuller Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 20% in Q2 2026, selling an estimated $184K and leaving 29,839 shares worth $746K. The position accounts for 0.27% of the portfolio, ranked #70.

Westfuller Advisors first reported a position in SUSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $932K in Q1 2026. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Westfuller Advisors held 29,839 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $746K as of Q2 2026.
Westfuller Advisors sold 7,360 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $184K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.27% of Westfuller Advisors's portfolio in Q2 2026, its #70 holding.
Westfuller Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Westfuller Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $932K 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 Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.