Allworth Financial
SUSC icon

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
Q3 		$3.7M Buy
159,865
+7,279
+5% +$165K 0.01% 433
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Allworth Financial's SUSC Position: Q3 2026 in Review

Allworth Financial increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4.8% in Q3 2026, buying an estimated $165K and bringing the position to 159,865 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #433.

Allworth Financial first reported a position in SUSC in Q2 2022 and has held it in 18 quarters since. 263 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Allworth Financial held 159,865 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.7M as of Q3 2026.
  • Allworth Financial bought 7,279 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $165K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Allworth Financial's portfolio in Q3 2026, its #433 holding.
  • Allworth Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.