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Allworth Financial’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Allworth Financial’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.53M Buy
152,586
+31,880
+26% +$737K 0.02% 410
2026
Q1 		$2.79M Sell
120,706
-861
-0.7% -$20.1K 0.01% 461
2025
Q4 		$2.84M Sell
121,567
-1,026
-0.8% -$24.1K 0.01% 463
2025
Q3 		$2.89M Sell
122,593
-22
-0% -$512 0.01% 437
2025
Q2 		$2.85M Sell
122,615
-11,404
-9% -$260K 0.01% 418
2025
Q1 		$3.06M Sell
134,019
-3,976
-3% -$91K 0.02% 335
2024
Q4 		$3.14M Buy
137,995
+76,101
+123% +$1.76M 0.02% 329
2024
Q3 		$1.47M Buy
61,894
+10,031
+19% +$234K 0.01% 382
2024
Q2 		$1.19M Buy
51,863
+5,734
+12% +$130K 0.01% 398
2024
Q1 		$1.06M Sell
46,129
-238
-0.5% -$5.46K 0.01% 401
2023
Q4 		$1.08M Buy
46,367
+39,124
+540% +$865K 0.01% 399
2023
Q3 		$158K Sell
7,243
-775
-10% -$17.3K ﹤0.01% 748
2023
Q2 		$182K Sell
8,018
-4,488
-36% -$102K ﹤0.01% 726
2023
Q1 		$288K Buy
12,506
+6,139
+96% +$140K ﹤0.01% 572
2022
Q4 		$142K Buy
6,367
+3,914
+160% +$86.6K ﹤0.01% 713
2022
Q3 		$53K Buy
2,453
+507
+26% +$11.7K ﹤0.01% 948
2022
Q2 		$45K Buy
+1,946
New +$46.1K ﹤0.01% 952

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allworth Financial's SUSC Position: Q2 2026 in Review

Allworth Financial increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 26% in Q2 2026, buying an estimated $737K and bringing the position to 152,586 shares worth $3.53M. The position accounts for 0.02% of the portfolio, ranked #410.

Allworth Financial first reported a position in SUSC in Q2 2022 and has held it in 17 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Allworth Financial held 152,586 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.53M as of Q2 2026.
  • Allworth Financial bought 31,880 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $737K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #410 holding.
  • Allworth Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.