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Aptus Capital Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Aptus 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 		$52.9K Sell
2,287
-1,019
-31% -$23.6K ﹤0.01% 1374
2026
Q1 		$76.5K Sell
3,306
-98
-3% -$2.29K ﹤0.01% 1202
2025
Q4 		$79.6K Buy
3,404
+18
+0.5% +$423 ﹤0.01% 1219
2025
Q3 		$79.8K Buy
3,386
+481
+17% +$11.2K ﹤0.01% 1155
2025
Q2 		$67.5K Buy
2,905
+215
+8% +$4.9K ﹤0.01% 1136
2025
Q1 		$62K Hold
2,690
– – ﹤0.01% 1079
2024
Q4 		$61.1K Sell
2,690
-35,090
-93% -$813K ﹤0.01% 1074
2024
Q3 		$899K Sell
37,780
-4,227
-10% -$98.7K 0.01% 432
2024
Q2 		$954K Buy
42,007
+11
+0% +$249 0.02% 402
2024
Q1 		$965K Buy
41,996
+36,611
+680% +$840K 0.02% 403
2023
Q4 		$125K Buy
5,385
+5,014
+1,351% +$111K ﹤0.01% 595
2023
Q3 		$8.07K Hold
371
– – ﹤0.01% 812
2023
Q2 		$8.44K Sell
371
-1,378
-79% -$31.4K ﹤0.01% 707
2023
Q1 		$40.3K Sell
1,749
-198
-10% -$4.52K ﹤0.01% 578
2022
Q4 		$43.4K Buy
1,947
+59
+3% +$1.3K ﹤0.01% 606
2022
Q3 		$41K Buy
1,888
+1,283
+212% +$29.7K ﹤0.01% 563
2022
Q2 		$14K Buy
605
+103
+21% +$2.44K ﹤0.01% 557
2022
Q1 		$13K Buy
+502
New +$13K ﹤0.01% 591
2021
Q1 		– Sell
-1,140
Closed -$32K – 560
2020
Q4 		$32K Hold
1,140
– – ﹤0.01% 379
2020
Q3 		$31K Buy
+1,140
New +$31.9K ﹤0.01% 377

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

Aptus Capital Advisors's SUSC Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 31% in Q2 2026, selling an estimated $23.6K and leaving 2,287 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Aptus Capital Advisors first reported a position in SUSC in Q3 2020 and has held it in 20 quarters since. The position peaked at $965K in Q1 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Aptus Capital Advisors held 2,287 shares of iShares ESG Aware USD Corporate Bond ETF worth $52.9K as of Q2 2026.
  • Aptus Capital Advisors sold 1,019 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $23.6K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1374 holding.
  • Aptus Capital Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and has held it in 20 quarters since.
  • Aptus Capital Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $965K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.