Cetera Investment Advisers
SUSC icon

Cetera Investment Advisers’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Cetera Investment Advisers’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 		$17.5M Sell
754,331
-173,995
-19% -$4.02M 0.02% 832
2026
Q1 		$21.5M Buy
928,326
+6,354
+0.7% +$149K 0.02% 650
2025
Q4 		$21.6M Buy
921,972
+37,010
+4% +$871K 0.02% 634
2025
Q3 		$20.8M Buy
884,962
+127,233
+17% +$2.96M 0.02% 626
2025
Q2 		$17.6M Buy
757,729
+111,701
+17% +$2.55M 0.03% 567
2025
Q1 		$14.9M Buy
646,028
+52,516
+9% +$1.2M 0.03% 574
2024
Q4 		$13.5M Sell
593,512
-24,740
-4% -$573K 0.03% 581
2024
Q3 		$14.7M Buy
618,252
+25,148
+4% +$587K 0.03% 536
2024
Q2 		$13.5M Sell
593,104
-3,279
-0.5% -$74.2K 0.03% 544
2024
Q1 		$13.7M Buy
596,383
+283,622
+91% +$6.51M 0.03% 534
2023
Q4 		$7.28M Buy
312,761
+18,891
+6% +$418K 0.06% 316
2023
Q3 		$6.39M Sell
293,870
-35,702
-11% -$796K 0.06% 338
2023
Q2 		$7.49M Buy
329,572
+2,212
+0.7% +$50.4K 0.06% 290
2023
Q1 		$7.53M Buy
327,360
+99,148
+43% +$2.26M 0.07% 277
2022
Q4 		$5.09M Buy
228,212
+172,987
+313% +$3.83M 0.05% 382
2022
Q3 		$1.2M Buy
55,225
+7,844
+17% +$182K 0.02% 646
2022
Q2 		$1.1M Buy
47,381
+6,804
+17% +$161K 0.02% 756
2022
Q1 		$1.02M Buy
40,577
+15,640
+63% +$405K 0.01% 812
2021
Q4 		$681K Buy
24,937
+1,543
+7% +$42.3K 0.01% 999
2021
Q3 		$643K Buy
23,394
+1,215
+5% +$33.9K 0.01% 990
2021
Q2 		$615K Buy
22,179
+11,581
+109% +$316K 0.01% 1007
2021
Q1 		$286K Sell
10,598
-1,779
-14% -$48.9K 0.01% 1277
2020
Q4 		$351K Buy
+12,377
New +$346K 0.01% 1151

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

Cetera Investment Advisers's SUSC Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 19% in Q2 2026, selling an estimated $4.02M and leaving 754,331 shares worth $17.5M. The position accounts for 0.02% of the portfolio, ranked #832.

Cetera Investment Advisers first reported a position in SUSC in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.6M in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Cetera Investment Advisers held 754,331 shares of iShares ESG Aware USD Corporate Bond ETF worth $17.5M as of Q2 2026.
  • Cetera Investment Advisers sold 173,995 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $4.02M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #832 holding.
  • Cetera Investment Advisers first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's iShares ESG Aware USD Corporate Bond ETF position peaked at $21.6M in Q4 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.