ATPW
SUSC icon

Ashton Thomas Private Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Ashton Thomas Private Wealth’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
Q1 		$203K Sell
8,780
-1,765
-17% -$41.3K ﹤0.01% 1045
2025
Q4 		$247K Buy
10,545
+1,726
+20% +$40.6K 0.01% 892
2025
Q3 		$208K Buy
+8,819
New +$205K 0.01% 924

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ashton Thomas Private Wealth's SUSC Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 17% in Q1 2026, selling an estimated $41.3K and leaving 8,780 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Ashton Thomas Private Wealth first reported a position in SUSC in Q3 2025 and has held it in 3 quarters since. The position peaked at $247K in Q4 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Ashton Thomas Private Wealth held 8,780 shares of iShares ESG Aware USD Corporate Bond ETF worth $203K as of Q1 2026.
  • Ashton Thomas Private Wealth sold 1,765 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $41.3K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1045 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $247K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.