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

Carr 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 		$378K Buy
16,321
+185
+1% +$4.28K 0.09% 130
2026
Q1 		$373K Buy
16,136
+118
+0.7% +$2.76K 0.1% 121
2025
Q4 		$375K Buy
16,018
+233
+1% +$5.48K 0.1% 127
2025
Q3 		$372K Buy
15,785
+2,158
+16% +$50.3K 0.1% 126
2025
Q2 		$317K Buy
13,627
+149
+1% +$3.4K 0.09% 139
2025
Q1 		$311K Buy
13,478
+98
+0.7% +$2.24K 0.1% 133
2024
Q4 		$304K Sell
13,380
-20,002
-60% -$463K 0.09% 149
2024
Q3 		$794K Buy
33,382
+352
+1% +$8.22K 0.23% 75
2024
Q2 		$750K Buy
33,030
+119
+0.4% +$2.69K 0.24% 75
2024
Q1 		$757K Sell
32,911
-10,000
-23% -$229K 0.25% 70
2023
Q4 		$999K Hold
42,911
– – 0.37% 50
2023
Q3 		$932K Sell
42,911
-8,000
-16% -$178K 0.37% 49
2023
Q2 		$1.16M Hold
50,911
– – 0.46% 40
2023
Q1 		$1.17M Hold
50,911
– – 0.52% 37
2022
Q4 		$1.14M Buy
+50,911
New +$1.13M 0.6% 32

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

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

Carr Financial Group increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.1% in Q2 2026, buying an estimated $4.28K and bringing the position to 16,321 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #130.

Carr Financial Group first reported a position in SUSC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q1 2023. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Carr Financial Group held 16,321 shares of iShares ESG Aware USD Corporate Bond ETF worth $378K as of Q2 2026.
  • Carr Financial Group bought 185 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $4.28K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.09% of Carr Financial Group's portfolio in Q2 2026, its #130 holding.
  • Carr Financial Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Carr Financial Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.17M in Q1 2023.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.