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

Winthrop Capital 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	$9K	Hold	365	–	–	﹤0.01%	238
2026 Q1	$9K	Hold	365	–	–	﹤0.01%	244
2025 Q4	$9K	Hold	365	–	–	﹤0.01%	241
2025 Q3	$9K	Buy	365 +324	+790%	+$8.16K	﹤0.01%	223
2025 Q2	$1K	Hold	41	–	–	﹤0.01%	332
2025 Q1	$1K	Hold	41	–	–	﹤0.01%	312
2024 Q4	$1K	Hold	41	–	–	﹤0.01%	321
2024 Q3	$1K	Hold	41	–	–	﹤0.01%	153
2024 Q2	$1K	Hold	41	–	–	﹤0.01%	156
2024 Q1	$1K	Hold	41	–	–	﹤0.01%	160
2023 Q4	$1K	Buy	+41	New	+$983	﹤0.01%	254

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

Winthrop Capital Management's SUSB Position: Q2 2026 in Review

Winthrop Capital Management held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 365 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Winthrop Capital Management first reported a position in SUSB in Q4 2023 and has held it in 11 quarters since. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Winthrop Capital Management held 365 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $9K as of Q2 2026.
Winthrop Capital Management 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 ﹤0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #238 holding.
Winthrop Capital 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.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.