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Aprio Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Aprio Wealth Management’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 		$700K Sell
30,233
-75
-0.2% -$1.73K 0.03% 308
2026
Q1 		$701K Buy
30,308
+225
+0.7% +$5.26K 0.04% 267
2025
Q4 		$703K Buy
30,083
+1,034
+4% +$24.3K 0.04% 252
2025
Q3 		$684K Buy
29,049
+329
+1% +$7.66K 0.07% 167
2025
Q2 		$667K Buy
28,720
+3,482
+14% +$79.4K 0.08% 154
2025
Q1 		$582K Sell
25,238
-9,517
-27% -$218K 0.07% 159
2024
Q4 		$790K Buy
34,755
+464
+1% +$10.7K 0.12% 99
2024
Q3 		$816K Buy
34,291
+66
+0.2% +$1.54K 0.13% 91
2024
Q2 		$778K Buy
34,225
+10,117
+42% +$229K 0.14% 86
2024
Q1 		$554K Buy
+24,108
New +$553K 0.11% 96
2023
Q4 		– Sell
-47,177
Closed -$1.03M – 213
2023
Q3 		$1.03M Buy
47,177
+13,963
+42% +$311K 0.28% 47
2023
Q2 		$755K Buy
33,214
+1,201
+4% +$27.4K 0.21% 52
2023
Q1 		$737K Sell
32,013
-8,916
-22% -$203K 0.23% 45
2022
Q4 		$913K Buy
40,929
+31,059
+315% +$687K 0.32% 39
2022
Q3 		$215K Buy
+9,870
New +$229K 0.09% 98

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

Aprio Wealth Management's SUSC Position: Q2 2026 in Review

Aprio Wealth Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.25% in Q2 2026, selling an estimated $1.73K and leaving 30,233 shares worth $700K. The position accounts for 0.03% of the portfolio, ranked #308.

Aprio Wealth Management first reported a position in SUSC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q3 2023. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Aprio Wealth Management held 30,233 shares of iShares ESG Aware USD Corporate Bond ETF worth $700K as of Q2 2026.
  • Aprio Wealth Management sold 75 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $1.73K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Aprio Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Aprio Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.03M in Q3 2023.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.