Ashton Thomas Private Wealth
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
Q3 		$130K Sell
5,920
-11,597
-66% -$262K ﹤0.01% 1280
2026
Q2 		$406K Buy
17,517
+8,737
+100% +$202K 0.01% 860
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
Legacy Edge Advisors
Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

Ashton Thomas Private Wealth's SUSC Position: Q3 2026 in Review

Ashton Thomas Private Wealth reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 66% in Q3 2026, selling an estimated $262K and leaving 5,920 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Ashton Thomas Private Wealth first reported a position in SUSC in Q3 2025 and has held it in 5 quarters since. The position peaked at $406K in Q2 2026. 168 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Ashton Thomas Private Wealth held 5,920 shares of iShares ESG Aware USD Corporate Bond ETF worth $130K as of Q3 2026.
  • Ashton Thomas Private Wealth sold 11,597 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $262K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #1280 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 5 quarters since.
  • Ashton Thomas Private Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $406K in Q2 2026.
  • 168 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.