Capital Analysts LLC’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Capital Analysts LLC’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 Q1	$439K	Buy	19,014 +69	+0.4%	+$1.61K	0.01%	481
2025 Q4	$443K	Buy	18,945 +130	+0.7%	+$3.06K	0.01%	454
2025 Q3	$443K	Buy	18,815 +4,724	+34%	+$110K	0.01%	443
2025 Q2	$327K	Buy	14,091 +2,725	+24%	+$62.2K	0.01%	452
2025 Q1	$262K	Buy	11,366 +2,410	+27%	+$55.1K	0.01%	481
2024 Q4	$204K	Buy	8,956 +837	+10%	+$19.4K	0.01%	483
2024 Q3	$193K	Buy	8,119 +907	+13%	+$21.2K	0.01%	474
2024 Q2	$164K	Buy	7,212 +1,091	+18%	+$24.7K	0.01%	488
2024 Q1	$141K	Buy	6,121 +1,144	+23%	+$26.2K	0.01%	500
2023 Q4	$116K	Buy	4,977 +457	+10%	+$10.1K	0.01%	507
2023 Q3	$98K	Sell	4,520 -215	-5%	-$4.8K	0.01%	489
2023 Q2	$108K	Buy	4,735 +3	+0.1%	+$68	0.01%	461
2023 Q1	$109K	Buy	4,732 +2,017	+74%	+$46K	0.01%	458
2022 Q4	$61K	Buy	2,715 +123	+5%	+$2.72K	﹤0.01%	587
2022 Q3	$56K	Buy	2,592 +1,398	+117%	+$32.4K	﹤0.01%	548
2022 Q2	$28K	Buy	+1,194	New	+$28.3K	﹤0.01%	656

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Analysts LLC's SUSC Position: Q1 2026 in Review

Capital Analysts LLC increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.36% in Q1 2026, buying an estimated $1.61K and bringing the position to 19,014 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #481.

Capital Analysts LLC first reported a position in SUSC in Q2 2022 and has held it in 16 quarters since. The position peaked at $443K in Q4 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Capital Analysts LLC held 19,014 shares of iShares ESG Aware USD Corporate Bond ETF worth $439K as of Q1 2026.
Capital Analysts LLC bought 69 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $1.61K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #481 holding.
Capital Analysts LLC first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
Capital Analysts LLC's iShares ESG Aware USD Corporate Bond ETF position peaked at $443K in Q4 2025.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.