Centurion Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Centurion Wealth Management’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 Q3	–	Sell	-10,873	Closed	-$252K	–	304
2026 Q2	$252K	Sell	10,873 -835	-7%	-$19.3K	0.06%	245
2026 Q1	$271K	Buy	11,708 +1,163	+11%	+$27.2K	0.06%	253
2025 Q4	$247K	Buy	10,545 +1,714	+19%	+$40.3K	0.05%	265
2025 Q3	$208K	Buy	+8,831	New	+$206K	0.05%	281
2024 Q4	–	Sell	-11,638	Closed	-$277K	–	226
2024 Q3	$277K	Buy	+11,638	New	+$272K	0.09%	163
2024 Q1	$236K	Buy	+10,282	New	+$236K	0.09%	158

Other funds holding SUSC

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Centurion Wealth Management's SUSC Position: Q3 2026 in Review

Centurion Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2026, closing a stake of 10,873 shares — an estimated $252K sold.

Centurion Wealth Management first reported a position in SUSC in Q1 2024 and held it in 6 quarters. The position peaked at $277K in Q3 2024. 76 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

Centurion Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Centurion Wealth Management sold 10,873 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $252K.
Centurion Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
Centurion Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $277K in Q3 2024.
76 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.