Avantax Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Avantax Advisory Services’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	$1.05M	Buy	45,002 +5,085	+13%	+$116K	0.01%	1146
2025 Q1	$920K	Buy	39,917 +4,037	+11%	+$92.4K	0.01%	1140
2024 Q4	$815K	Sell	35,880 -4,382	-11%	-$101K	0.01%	1143
2024 Q3	$958K	Buy	40,262 +3,424	+9%	+$80K	0.01%	1050
2024 Q2	$837K	Buy	36,838 +5,400	+17%	+$122K	0.01%	1073
2024 Q1	$723K	Buy	31,438 +7,324	+30%	+$168K	0.01%	882
2023 Q4	$561K	Buy	24,114 +2,188	+10%	+$48.4K	0.01%	936
2023 Q3	$477K	Sell	21,926 -945	-4%	-$21.1K	0.01%	964
2023 Q2	$520K	Buy	22,871 +4,738	+26%	+$108K	0.01%	930
2023 Q1	$417K	Buy	18,133 +8,961	+98%	+$204K	0.01%	988
2022 Q4	$205K	Sell	9,172 -147	-2%	-$3.25K	﹤0.01%	1302
2022 Q3	$203K	Buy	+9,319	New	+$216K	﹤0.01%	1211

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Avantax Advisory Services's SUSC Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 13% in Q2 2025, buying an estimated $116K and bringing the position to 45,002 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1146.

Avantax Advisory Services first reported a position in SUSC in Q3 2022 and has held it in 12 quarters since. 257 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

Avantax Advisory Services held 45,002 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.05M as of Q2 2025.
Avantax Advisory Services bought 5,085 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $116K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1146 holding.
Avantax Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2022 and has held it in 12 quarters since.
257 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.