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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
Q2 		$472K Buy
20,388
+1,374
+7% +$31.8K 0.01% 505
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
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

Capital Analysts LLC's SUSC Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 7.2% in Q2 2026, buying an estimated $31.8K and bringing the position to 20,388 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #505.

Capital Analysts LLC first reported a position in SUSC in Q2 2022 and has held it in 17 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Capital Analysts LLC held 20,388 shares of iShares ESG Aware USD Corporate Bond ETF worth $472K as of Q2 2026.
  • Capital Analysts LLC bought 1,374 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $31.8K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #505 holding.
  • Capital Analysts LLC first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.