Brookstone Capital Management
SUSC icon

Brookstone Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Brookstone Capital 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
Q3 		$2.59M Buy
117,807
+17,534
+17% +$397K 0.03% 446
2026
Q2 		$2.32M Buy
100,273
+9,036
+10% +$209K 0.02% 475
2026
Q1 		$2.11M Buy
91,237
+2,728
+3% +$63.8K 0.02% 457
2025
Q4 		$2.07M Buy
88,509
+7,059
+9% +$166K 0.02% 445
2025
Q3 		$1.92M Buy
81,450
+8,078
+11% +$188K 0.02% 459
2025
Q2 		$1.7M Sell
73,372
-3,716
-5% -$84.8K 0.02% 456
2025
Q1 		$1.78M Sell
77,088
-2,129
-3% -$48.7K 0.03% 433
2024
Q4 		$1.8M Buy
79,217
+4,048
+5% +$93.8K 0.03% 396
2024
Q3 		$1.79M Buy
75,169
+2,477
+3% +$57.9K 0.03% 394
2024
Q2 		$1.68M Buy
72,692
+573
+0.8% +$13K 0.03% 401
2024
Q1 		$1.66M Sell
72,119
-4,528
-6% -$104K 0.03% 388
2023
Q4 		$1.78M Sell
76,647
-6,652
-8% -$147K 0.03% 349
2023
Q3 		$1.76M Sell
83,299
-286
-0.3% -$6.38K 0.04% 331
2023
Q2 		$1.86M Buy
83,585
+11
+0% +$251 0.04% 325
2023
Q1 		$1.91M Sell
83,574
-8,817
-10% -$201K 0.04% 331
2022
Q4 		$2.11M Sell
92,391
-99,162
-52% -$2.19M 0.04% 304
2022
Q3 		$4.12M Sell
191,553
-61,676
-24% -$1.43M 0.1% 193
2022
Q2 		$5.86M Sell
253,229
-21,910
-8% -$519K 0.13% 156
2022
Q1 		$6.69M Buy
275,139
+5,583
+2% +$144K 0.13% 153
2021
Q4 		$7.23M Buy
269,556
+25,164
+10% +$691K 0.12% 143
2021
Q3 		$6.72M Buy
244,392
+13,825
+6% +$385K 0.12% 148
2021
Q2 		$6.39M Buy
230,567
+52,513
+29% +$1.43M 0.11% 157
2021
Q1 		$4.8M Buy
178,054
+39,894
+29% +$1.1M 0.18% 107
2020
Q4 		$3.92M Buy
138,160
+26,571
+24% +$744K 0.16% 114
2020
Q3 		$3.09M Buy
111,589
+11,952
+12% +$334K 0.14% 106
2020
Q2 		$2.75M Buy
+99,637
New +$2.67M 0.17% 88

Other funds holding SUSC

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Brookstone Capital Management's SUSC Position: Q3 2026 in Review

Brookstone Capital Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 17% in Q3 2026, buying an estimated $397K and bringing the position to 117,807 shares worth $2.59M. The position accounts for 0.03% of the portfolio, ranked #446.

Brookstone Capital Management first reported a position in SUSC in Q2 2020 and has held it in 26 quarters since. The position peaked at $7.23M in Q4 2021. 76 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Brookstone Capital Management held 117,807 shares of iShares ESG Aware USD Corporate Bond ETF worth $2.59M as of Q3 2026.
  • Brookstone Capital Management bought 17,534 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $397K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Brookstone Capital Management's portfolio in Q3 2026, its #446 holding.
  • Brookstone Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 26 quarters since.
  • Brookstone Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $7.23M in Q4 2021.
  • 76 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.