Braun-Bostich & Associates’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Braun-Bostich & Associates’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	$345K	Sell	14,890 -2,157	-13%	-$49.9K	0.19%	85
2026 Q1	$394K	Sell	17,047 -696	-4%	-$16.3K	0.25%	67
2025 Q4	$415K	Buy	17,743 +812	+5%	+$19.1K	0.26%	67
2025 Q3	$399K	Buy	16,931 +1,766	+12%	+$41.1K	0.25%	71
2025 Q2	$352K	Buy	15,165 +951	+7%	+$21.7K	0.24%	74
2025 Q1	$328K	Sell	14,214 -1,082	-7%	-$24.8K	0.24%	77
2024 Q4	$348K	Sell	15,296 -236	-2%	-$5.47K	0.25%	70
2024 Q3	$370K	Buy	15,532 +675	+5%	+$15.8K	0.26%	65
2024 Q2	$338K	Buy	+14,857	New	+$336K	0.25%	70
2020 Q4	–	Sell	-819	Closed	-$23K	–	192
2020 Q3	$23K	Hold	819	–	–	0.02%	204
2020 Q2	$23K	Buy	819 +174	+27%	+$4.66K	0.02%	158
2020 Q1	$16K	Buy	645 +186	+41%	+$4.91K	0.02%	179
2019 Q4	$12K	Buy	+459	New	+$12.1K	0.01%	222

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Braun-Bostich & Associates's SUSC Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 13% in Q2 2026, selling an estimated $49.9K and leaving 14,890 shares worth $345K. The position accounts for 0.19% of the portfolio, ranked #85.

Braun-Bostich & Associates first reported a position in SUSC in Q4 2019 and has held it in 13 quarters since. The position peaked at $415K in Q4 2025. 304 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Braun-Bostich & Associates held 14,890 shares of iShares ESG Aware USD Corporate Bond ETF worth $345K as of Q2 2026.
Braun-Bostich & Associates sold 2,157 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $49.9K.
iShares ESG Aware USD Corporate Bond ETF made up 0.19% of Braun-Bostich & Associates's portfolio in Q2 2026, its #85 holding.
Braun-Bostich & Associates first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2019 and has held it in 13 quarters since.
Braun-Bostich & Associates's iShares ESG Aware USD Corporate Bond ETF position peaked at $415K in Q4 2025.
304 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.