Annis Gardner Whiting Capital Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-862	Closed	-$19.9K	–	1137
2026 Q1	$19.9K	Hold	862	–	–	﹤0.01%	732
2025 Q4	$20.2K	Buy	862 +132	+18%	+$3.11K	﹤0.01%	654
2025 Q3	$17.2K	Hold	730	–	–	﹤0.01%	628
2025 Q2	$17K	Sell	730 -76	-9%	-$1.73K	0.01%	593
2025 Q1	$18.6K	Hold	806	–	–	0.01%	470
2024 Q4	$18.3K	Sell	806 -28	-3%	-$649	0.01%	452
2024 Q3	$19.8K	Buy	834 +458	+122%	+$10.7K	0.01%	457
2024 Q2	$8.54K	Hold	376	–	–	﹤0.01%	705
2024 Q1	$8.64K	Hold	376	–	–	﹤0.01%	690
2023 Q4	$8.75K	Hold	376	–	–	﹤0.01%	491
2023 Q3	$8.18K	Buy	+376	New	+$8.39K	﹤0.01%	482

Other funds holding SUSC

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SUSC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026, closing a stake of 862 shares — an estimated $19.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SUSC in Q3 2023 and held it in 11 quarters. The position peaked at $20.2K in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 862 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $19.9K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $20.2K in Q4 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.