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

Atria Wealth Solutions’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
2025
Q2 		$591K Sell
25,445
-172,493
-87% -$3.93M 0.01% 840
2025
Q1 		$4.56M Sell
197,938
-10,295
-5% -$236K 0.05% 363
2024
Q4 		$4.73M Sell
208,233
-22,730
-10% -$526K 0.05% 366
2024
Q3 		$5.49M Buy
230,963
+2,101
+0.9% +$49.1K 0.06% 321
2024
Q2 		$5.2M Sell
228,862
-3,194
-1% -$72.3K 0.06% 332
2024
Q1 		$5.33M Buy
232,056
+23,192
+11% +$532K 0.06% 320
2023
Q4 		$4.86M Buy
208,864
+28,819
+16% +$637K 0.06% 314
2023
Q3 		$3.92M Sell
180,045
-14,398
-7% -$321K 0.05% 349
2023
Q2 		$4.42M Buy
194,443
+2,246
+1% +$51.2K 0.06% 319
2023
Q1 		$4.42M Buy
192,197
+74,590
+63% +$1.7M 0.07% 294
2022
Q4 		$2.62M Buy
117,607
+1,994
+2% +$44.1K 0.04% 423
2022
Q3 		$2.52M Buy
115,613
+6,674
+6% +$155K 0.04% 400
2022
Q2 		$2.52M Buy
108,939
+17,627
+19% +$418K 0.05% 378
2022
Q1 		$2.29M Buy
+91,312
New +$2.36M 0.04% 442

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Atria Wealth Solutions's SUSC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 87% in Q2 2025, selling an estimated $3.93M and leaving 25,445 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #840.

Atria Wealth Solutions first reported a position in SUSC in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.49M in Q3 2024. 259 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

  • Atria Wealth Solutions held 25,445 shares of iShares ESG Aware USD Corporate Bond ETF worth $591K as of Q2 2025.
  • Atria Wealth Solutions sold 172,493 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $3.93M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #840 holding.
  • Atria Wealth Solutions first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares ESG Aware USD Corporate Bond ETF position peaked at $5.49M in Q3 2024.
  • 259 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.