Barrett & Company’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Barrett & Company’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 Q1	$1.34K	Hold	58	–	–	﹤0.01%	598
2025 Q4	$1.36K	Hold	58	–	–	﹤0.01%	600
2025 Q3	$1.37K	Hold	58	–	–	﹤0.01%	598
2025 Q2	$1.35K	Hold	58	–	–	﹤0.01%	598
2025 Q1	$1.34K	Hold	58	–	–	﹤0.01%	578
2024 Q4	$1.32K	Hold	58	–	–	﹤0.01%	574
2024 Q3	$1.38K	Hold	58	–	–	﹤0.01%	548
2024 Q2	$1.32K	Hold	58	–	–	﹤0.01%	559
2024 Q1	$1.33K	Hold	58	–	–	﹤0.01%	569
2023 Q4	$1.35K	Hold	58	–	–	﹤0.01%	555
2023 Q3	$1.26K	Hold	58	–	–	﹤0.01%	571
2023 Q2	$1.32K	Hold	58	–	–	﹤0.01%	555
2023 Q1	$1.33K	Hold	58	–	–	﹤0.01%	536
2022 Q4	$1.29K	Hold	58	–	–	﹤0.01%	541
2022 Q3	$1.29K	Buy	+58	New	+$1.34K	﹤0.01%	541

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrett & Company's SUSC Position: Q1 2026 in Review

Barrett & Company held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q1 2026 at 58 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Barrett & Company first reported a position in SUSC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.38K in Q3 2024. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Barrett & Company held 58 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.34K as of Q1 2026.
Barrett & Company left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q1 2026.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #598 holding.
Barrett & Company first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.38K in Q3 2024.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.