Capital Asset Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Capital Asset Advisory Services’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	$392K	Buy	16,816 +3,404	+25%	+$79.6K	0.02%	211
2025 Q4	$314K	Buy	13,412 +1,681	+14%	+$39.5K	0.01%	229
2025 Q3	$276K	Buy	11,731 +2,147	+22%	+$50K	0.01%	242
2025 Q2	$222K	Buy	+9,584	New	+$219K	0.01%	252

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 Asset Advisory Services's SUSC Position: Q1 2026 in Review

Capital Asset Advisory Services increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 25% in Q1 2026, buying an estimated $79.6K and bringing the position to 16,816 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #211.

Capital Asset Advisory Services first reported a position in SUSC in Q2 2025 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Capital Asset Advisory Services held 16,816 shares of iShares ESG Aware USD Corporate Bond ETF worth $392K as of Q1 2026.
Capital Asset Advisory Services bought 3,404 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $79.6K.
iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Capital Asset Advisory Services's portfolio in Q1 2026, its #211 holding.
Capital Asset Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.