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Whitegate Investment Counselors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Whitegate Investment Counselors’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 		$223K Buy
8,904
+172
+2% +$4.3K 0.06% 69
2026
Q1 		$219K Buy
+8,732
New +$220K 0.07% 62

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Whitegate Investment Counselors's SUSB Position: Q2 2026 in Review

Whitegate Investment Counselors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2% in Q2 2026, buying an estimated $4.3K and bringing the position to 8,904 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #69.

Whitegate Investment Counselors first reported a position in SUSB in Q1 2026 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Whitegate Investment Counselors held 8,904 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $223K as of Q2 2026.
  • Whitegate Investment Counselors bought 172 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $4.3K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.06% of Whitegate Investment Counselors's portfolio in Q2 2026, its #69 holding.
  • Whitegate Investment Counselors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Whitegate Investment Counselors's 13F filing for Q2 2026, filed 10 Aug 2026.