WFA of San Diego’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

WFA of San Diego’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	-5,501	Closed	-$138K	–	344
2026 Q1	$138K	Hold	5,501	–	–	0.11%	109
2025 Q4	$139K	Hold	5,501	–	–	0.1%	115
2025 Q3	$139K	Hold	5,501	–	–	0.1%	121
2025 Q2	$138K	Buy	+5,501	New	+$137K	0.1%	115
2024 Q3	$129K	Hold	5,126	–	–	0.11%	113
2024 Q2	$126K	Buy	+5,126	New	+$125K	0.11%	108
2023 Q3	$107K	Hold	4,491	–	–	0.11%	110
2023 Q2	$107K	Buy	+4,491	New	+$108K	0.11%	108
2023 Q1	–	Sell	-4,440	Closed	-$106K	–	382
2022 Q4	$106K	Buy	+4,440	New	+$105K	0.08%	136

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

WFA of San Diego's SUSB Position: Q2 2026 in Review

WFA of San Diego sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026, closing a stake of 5,501 shares — an estimated $138K sold.

WFA of San Diego first reported a position in SUSB in Q4 2022 and held it in 9 quarters. The position peaked at $139K in Q3 2025. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

WFA of San Diego reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 5,501 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $138K.
WFA of San Diego first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
WFA of San Diego's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $139K in Q3 2025.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.