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

Capital Investment 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
Q2 		– Sell
-29
Closed -$671 – 1330
2026
Q1 		$671 Buy
+29
New +$678 ﹤0.01% 1190

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LPL Financial
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Betterment LLC
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Ameriprise
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Envestnet Portfolio Solutions
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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 Investment Advisory Services's SUSC Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026, closing a stake of 29 shares — an estimated $671 sold.

Capital Investment Advisory Services first reported a position in SUSC in Q1 2026 and held it in 1 quarter. The position peaked at $671 in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Capital Investment Advisory Services reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisory Services sold 29 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $671.
  • Capital Investment Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Capital Investment Advisory Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $671 in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.