BAAM
SUSC icon

Baker Avenue Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Baker Avenue Asset 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 		$276K Buy
11,915
+147
+1% +$3.4K 0.01% 704
2026
Q1 		$272K Buy
11,768
+186
+2% +$4.35K 0.01% 634
2025
Q4 		$271K Buy
11,582
+1,468
+15% +$34.5K 0.01% 537
2025
Q3 		$238K Buy
10,114
+531
+6% +$12.4K 0.01% 537
2025
Q2 		$223K Sell
9,583
-591
-6% -$13.5K 0.01% 449
2025
Q1 		$235K Sell
10,174
-1,836
-15% -$42K 0.01% 411
2024
Q4 		$273K Sell
12,010
-1
-0% -$23 0.01% 362
2024
Q3 		$286K Sell
12,011
-1,411
-11% -$33K 0.01% 353
2024
Q2 		$305K Hold
13,422
– – 0.01% 314
2024
Q1 		$309K Buy
13,422
+55
+0.4% +$1.26K 0.01% 300
2023
Q4 		$311K Buy
13,367
+367
+3% +$8.11K 0.01% 300
2023
Q3 		$283K Buy
13,000
+4,624
+55% +$103K 0.01% 309
2023
Q2 		$190K Buy
8,376
+133
+2% +$3.03K 0.01% 346
2023
Q1 		$190K Hold
8,243
– – 0.01% 347
2022
Q4 		$184K Buy
+8,243
New +$182K 0.01% 334
2022
Q1 		– Sell
-21,994
Closed -$600K – 327
2021
Q4 		$600K Buy
21,994
+190
+0.9% +$5.21K 0.03% 210
2021
Q3 		$599K Buy
21,804
+6,831
+46% +$190K 0.03% 170
2021
Q2 		$415K Hold
14,973
– – 0.02% 193
2021
Q1 		$403K Buy
14,973
+3,714
+33% +$102K 0.02% 185
2020
Q4 		$319K Buy
+11,259
New +$315K 0.02% 194

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baker Avenue Asset Management's SUSC Position: Q2 2026 in Review

Baker Avenue Asset Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.2% in Q2 2026, buying an estimated $3.4K and bringing the position to 11,915 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #704.

Baker Avenue Asset Management first reported a position in SUSC in Q4 2020 and has held it in 20 quarters since. The position peaked at $600K in Q4 2021. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Baker Avenue Asset Management held 11,915 shares of iShares ESG Aware USD Corporate Bond ETF worth $276K as of Q2 2026.
  • Baker Avenue Asset Management bought 147 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $3.4K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #704 holding.
  • Baker Avenue Asset Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Baker Avenue Asset Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $600K in Q4 2021.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.