Ascent Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Ascent Group’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	$414K	Sell	17,897 -4,771	-21%	-$110K	0.01%	580
2026 Q1	$524K	Buy	22,668 +555	+3%	+$13K	0.02%	491
2025 Q4	$517K	Sell	22,113 -10,624	-32%	-$250K	0.02%	487
2025 Q3	$771K	Buy	32,737 +739	+2%	+$17.2K	0.03%	400
2025 Q2	$743K	Buy	31,998 +2,868	+10%	+$65.4K	0.03%	388
2025 Q1	$672K	Buy	29,130 +13,145	+82%	+$301K	0.03%	393
2024 Q4	$363K	Buy	15,985 +3,364	+27%	+$77.9K	0.03%	421
2024 Q3	$300K	Sell	12,621 -4	-0%	-$93	0.02%	441
2024 Q2	$287K	Sell	12,625 -1,760	-12%	-$39.8K	0.02%	431
2024 Q1	$331K	Buy	14,385 +7	+0%	+$161	0.03%	418
2023 Q4	$329K	Sell	14,378 -5	-0%	-$111	0.03%	405
2023 Q3	$311K	Buy	14,383 +12	+0.1%	+$268	0.03%	378
2023 Q2	$322K	Buy	14,371 +1,298	+10%	+$29.6K	0.04%	362
2023 Q1	$301K	Buy	+13,073	New	+$298K	0.03%	402

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

Ascent Group's SUSC Position: Q2 2026 in Review

Ascent Group reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 21% in Q2 2026, selling an estimated $110K and leaving 17,897 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #580.

Ascent Group first reported a position in SUSC in Q1 2023 and has held it in 14 quarters since. The position peaked at $771K in Q3 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Ascent Group held 17,897 shares of iShares ESG Aware USD Corporate Bond ETF worth $414K as of Q2 2026.
Ascent Group sold 4,771 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $110K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Ascent Group's portfolio in Q2 2026, its #580 holding.
Ascent Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Ascent Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $771K in Q3 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.