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Buttonwood Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Buttonwood Financial Group’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 		$257K Sell
11,108
-4,094
-27% -$94.7K 0.15% 30
2026
Q1 		$352K Sell
15,202
-614
-4% -$14.4K 0.22% 25
2025
Q4 		$371K Sell
15,816
-14,383
-48% -$338K 0.2% 25
2025
Q3 		$711K Buy
30,199
+5,234
+21% +$122K 0.31% 19
2025
Q2 		$575K Buy
24,965
+2,290
+10% +$52.2K 0.29% 23
2025
Q1 		$509K Sell
22,675
-119
-0.5% -$2.72K 0.3% 22
2024
Q4 		$519K Sell
22,794
-520
-2% -$12K 0.29% 21
2024
Q3 		$555K Buy
23,314
+1,804
+8% +$42.1K 0.33% 18
2024
Q2 		$484K Buy
21,510
+2,288
+12% +$51.8K 0.28% 23
2024
Q1 		$442K Buy
19,222
+7,713
+67% +$177K 0.26% 25
2023
Q4 		$268K Hold
11,509
– – 0.19% 26
2023
Q3 		$244K Buy
11,509
+1,140
+11% +$25.4K 0.18% 26
2023
Q2 		$235K Sell
10,369
-557
-5% -$12.7K 0.2% 24
2023
Q1 		$251K Buy
+10,926
New +$249K 0.25% 20

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Buttonwood Financial Group's SUSC Position: Q2 2026 in Review

Buttonwood Financial Group reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 27% in Q2 2026, selling an estimated $94.7K and leaving 11,108 shares worth $257K. The position accounts for 0.15% of the portfolio, ranked #30.

Buttonwood Financial Group first reported a position in SUSC in Q1 2023 and has held it in 14 quarters since. The position peaked at $711K in Q3 2025. 211 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Buttonwood Financial Group held 11,108 shares of iShares ESG Aware USD Corporate Bond ETF worth $257K as of Q2 2026.
  • Buttonwood Financial Group sold 4,094 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $94.7K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.15% of Buttonwood Financial Group's portfolio in Q2 2026, its #30 holding.
  • Buttonwood Financial Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Buttonwood Financial Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $711K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.