Atria Investments’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Atria Investments’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	$331K	Sell	14,301 -16,581	-54%	-$383K	﹤0.01%	1789
2026 Q1	$715K	Buy	30,882 +1,273	+4%	+$29.8K	0.01%	1255
2025 Q4	$692K	Buy	29,609 +1,483	+5%	+$34.9K	0.01%	1263
2025 Q3	$663K	Buy	28,126 +13,008	+86%	+$303K	0.01%	1265
2025 Q2	$351K	Buy	15,118 +3,145	+26%	+$71.7K	﹤0.01%	1619
2025 Q1	$276K	Sell	11,973 -137	-1%	-$3.13K	﹤0.01%	1655
2024 Q4	$275K	Sell	12,110 -7,464	-38%	-$173K	﹤0.01%	1634
2024 Q3	$466K	Buy	19,574 +1,291	+7%	+$30.2K	0.01%	1366
2024 Q2	$415K	Buy	+18,283	New	+$414K	0.01%	1400

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Atria Investments's SUSC Position: Q2 2026 in Review

Atria Investments reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 54% in Q2 2026, selling an estimated $383K and leaving 14,301 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Atria Investments first reported a position in SUSC in Q2 2024 and has held it in 9 quarters since. The position peaked at $715K in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Atria Investments held 14,301 shares of iShares ESG Aware USD Corporate Bond ETF worth $331K as of Q2 2026.
Atria Investments sold 16,581 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $383K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1789 holding.
Atria Investments first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Atria Investments's iShares ESG Aware USD Corporate Bond ETF position peaked at $715K in Q1 2026.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.