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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
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

CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Centurion Wealth Management's SUSC Position: Q2 2026 in Review

Centurion Wealth Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 7.1% in Q2 2026, selling an estimated $19.3K and leaving 10,873 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #245.

Centurion Wealth Management first reported a position in SUSC in Q1 2024 and has held it in 6 quarters since. The position peaked at $277K in Q3 2024. 46 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Centurion Wealth Management held 10,873 shares of iShares ESG Aware USD Corporate Bond ETF worth $252K as of Q2 2026.
  • Centurion Wealth Management sold 835 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $19.3K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.06% of Centurion Wealth Management's portfolio in Q2 2026, its #245 holding.
  • Centurion Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • Centurion Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $277K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.