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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
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 		$5.87M 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

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

Brookstone Capital Management's SUSC Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 9.9% in Q2 2026, buying an estimated $209K and bringing the position to 100,273 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #475.

Brookstone Capital Management first reported a position in SUSC in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.23M in Q4 2021. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Brookstone Capital Management held 100,273 shares of iShares ESG Aware USD Corporate Bond ETF worth $2.32M as of Q2 2026.
  • Brookstone Capital Management bought 9,036 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $209K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #475 holding.
  • Brookstone Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Brookstone Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $7.23M in Q4 2021.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.