Betterment LLC
SUSC icon

Betterment LLC’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Betterment LLC’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 		$39.4M Buy
1,701,109
+107,768
+7% +$2.49M 0.07% 83
2026
Q1 		$36.9M Sell
1,593,341
-8,785
-0.5% -$205K 0.07% 80
2025
Q4 		$37.5M Buy
1,602,126
+93,705
+6% +$2.2M 0.07% 76
2025
Q3 		$35.5M Buy
1,508,421
+88,786
+6% +$2.07M 0.07% 76
2025
Q2 		$33M Buy
1,419,635
+183,722
+15% +$4.19M 0.07% 74
2025
Q1 		$28.5M Sell
1,235,913
-113,552
-8% -$2.6M 0.07% 73
2024
Q4 		$30.7M Buy
1,349,465
+197,589
+17% +$4.58M 0.07% 67
2024
Q3 		$27.4M Buy
1,151,876
+114,919
+11% +$2.68M 0.07% 66
2024
Q2 		$23.6M Buy
1,036,957
+366,392
+55% +$8.29M 0.06% 66
2024
Q1 		$15.4M Buy
670,565
+53,770
+9% +$1.23M 0.04% 67
2023
Q4 		$14.4M Buy
616,795
+17,080
+3% +$378K 0.04% 60
2023
Q3 		$13.1M Buy
599,715
+17,701
+3% +$395K 0.04% 61
2023
Q2 		$13.2M Buy
582,014
+101,833
+21% +$2.32M 0.04% 60
2023
Q1 		$11.1M Buy
480,181
+32,871
+7% +$750K 0.04% 62
2022
Q4 		$9.97M Buy
447,310
+72,789
+19% +$1.61M 0.03% 62
2022
Q3 		$8.67M Hold
374,521
– – 0.03% 70
2022
Q2 		$8.67M Sell
374,521
-16,448
-4% -$390K 0.03% 70
2022
Q1 		$9.82M Buy
390,969
+29,433
+8% +$762K 0.03% 64
2021
Q4 		$9.87M Buy
361,536
+84,950
+31% +$2.33M 0.03% 66
2021
Q3 		$7.61M Buy
276,586
+95,075
+52% +$2.65M 0.03% 65
2021
Q2 		$5.03M Buy
181,511
+166,063
+1,075% +$4.53M 0.02% 72
2021
Q1 		$416K Buy
+15,448
New +$425K ﹤0.01% 117

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
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
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Betterment LLC's SUSC Position: Q2 2026 in Review

Betterment LLC increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 6.8% in Q2 2026, buying an estimated $2.49M and bringing the position to 1,701,109 shares worth $39.4M. The position accounts for 0.07% of the portfolio, ranked #83.

Betterment LLC first reported a position in SUSC in Q1 2021 and has held it in 22 quarters since. 304 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Betterment LLC held 1,701,109 shares of iShares ESG Aware USD Corporate Bond ETF worth $39.4M as of Q2 2026.
  • Betterment LLC bought 107,768 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $2.49M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.07% of Betterment LLC's portfolio in Q2 2026, its #83 holding.
  • Betterment LLC first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.