Your Advocates Ltd’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Your Advocates Ltd’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	$10.1K	Hold	406	–	–	﹤0.01%	126
2026 Q1	$10.2K	Sell	406 -135	-25%	-$3.4K	﹤0.01%	127
2025 Q4	$13.6K	Buy	541 +70	+15%	+$1.77K	﹤0.01%	115
2025 Q3	$11.9K	Hold	471	–	–	﹤0.01%	110
2025 Q2	$11.8K	Hold	471	–	–	﹤0.01%	102
2025 Q1	$11.8K	Hold	471	–	–	﹤0.01%	99
2024 Q4	$11.6K	Hold	471	–	–	﹤0.01%	100
2024 Q3	$11.8K	Hold	471	–	–	﹤0.01%	102
2024 Q2	$11.5K	Buy	471 +25	+6%	+$609	﹤0.01%	104
2024 Q1	$10.9K	Buy	446 +45	+11%	+$1.1K	﹤0.01%	103
2023 Q4	$9.8K	Buy	401 +400	+40,000%	+$9.59K	﹤0.01%	104
2023 Q3	$12	Hold	1	–	–	﹤0.01%	295
2023 Q2	$12	Hold	1	–	–	﹤0.01%	279
2023 Q1	$12	Sell	1 -366	-100%	-$8.76K	﹤0.01%	243
2022 Q4	$8.73K	Buy	367 +36	+11%	+$850	0.01%	94
2022 Q3	$8K	Hold	331	–	–	﹤0.01%	95
2022 Q2	$8K	Buy	331 +186	+128%	+$4.51K	﹤0.01%	102
2022 Q1	$4K	Buy	+145	New	+$3.64K	﹤0.01%	145

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

RWML

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

Your Advocates Ltd's SUSB Position: Q2 2026 in Review

Your Advocates Ltd held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 406 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #126.

Your Advocates Ltd first reported a position in SUSB in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.6K in Q4 2025. 208 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Your Advocates Ltd held 406 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $10.1K as of Q2 2026.
Your Advocates Ltd 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 Your Advocates Ltd's portfolio in Q2 2026, its #126 holding.
Your Advocates Ltd first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
Your Advocates Ltd's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $13.6K in Q4 2025.
208 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.