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Buck Wealth Strategies’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Buck Wealth Strategies’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 		$43.2K Buy
+1,868
New +$43.2K ﹤0.01% 357
2024
Q2 		– Sell
-20,604
Closed -$474K – 107
2024
Q1 		$474K Buy
+20,604
New +$473K 0.16% 60
2023
Q4 		– Sell
-132
Closed -$2.87K – 300
2023
Q3 		$2.87K Buy
+132
New +$2.94K ﹤0.01% 283

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Buck Wealth Strategies's SUSC Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 1,868 shares worth $43.2K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in SUSC as recently as Q1 2024.

Buck Wealth Strategies first reported a position in SUSC in Q3 2023 and has held it in 3 quarters since. The position peaked at $474K in Q1 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Buck Wealth Strategies held 1,868 shares of iShares ESG Aware USD Corporate Bond ETF worth $43.2K as of Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #357 holding.
  • Buck Wealth Strategies first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • Buck Wealth Strategies's iShares ESG Aware USD Corporate Bond ETF position peaked at $474K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.