Axxcess Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Axxcess Wealth Management’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	$274K	Buy	+11,848	New	+$274K	﹤0.01%	883
2026 Q1	–	Sell	-13,412	Closed	-$314K	–	930
2025 Q4	$314K	Buy	13,412 +1,681	+14%	+$39.5K	0.01%	832
2025 Q3	$276K	Buy	11,731 +2,147	+22%	+$50K	0.01%	783
2025 Q2	$223K	Buy	+9,584	New	+$219K	0.01%	812
2022 Q4	–	Sell	-28,014	Closed	-$610K	–	685
2022 Q3	$610K	Sell	28,014 -9,830	-26%	-$228K	0.06%	275
2022 Q2	$876K	Sell	37,844 -10,276	-21%	-$244K	0.08%	208
2022 Q1	$1.21M	Buy	48,120 +11,213	+30%	+$290K	0.09%	185
2021 Q4	$1.01M	Buy	+36,907	New	+$1.01M	0.07%	213

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Axxcess Wealth Management's SUSC Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 11,848 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SUSC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SUSC in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.21M in Q1 2022. 161 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Axxcess Wealth Management held 11,848 shares of iShares ESG Aware USD Corporate Bond ETF worth $274K as of Q2 2026.
iShares ESG Aware USD Corporate Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #883 holding.
Axxcess Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and has held it in 8 quarters since.
Axxcess Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.21M in Q1 2022.
161 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.