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Charter Oak Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Charter Oak Capital 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
Q1 		$1.64M Sell
70,981
-2,262
-3% -$52.9K 0.13% 55
2025
Q4 		$1.71M Sell
73,243
-6,878
-9% -$162K 0.13% 54
2025
Q3 		$1.89M Buy
80,121
+7,817
+11% +$182K 0.15% 49
2025
Q2 		$1.68M Sell
72,304
-4,354
-6% -$99.3K 0.14% 50
2025
Q1 		$1.77M Buy
76,658
+1,241
+2% +$28.4K 0.16% 47
2024
Q4 		$1.71M Buy
75,417
+2,615
+4% +$60.6K 0.16% 48
2024
Q3 		$1.73M Buy
72,802
+2,308
+3% +$53.9K 0.16% 49
2024
Q2 		$1.6M Buy
70,494
+10,067
+17% +$228K 0.17% 45
2024
Q1 		$1.39M Buy
60,427
+13,790
+30% +$316K 0.15% 57
2023
Q4 		$1.09M Buy
46,637
+4,795
+11% +$106K 0.13% 62
2023
Q3 		$910K Buy
41,842
+13,454
+47% +$300K 0.12% 67
2023
Q2 		$646K Buy
28,388
+2,247
+9% +$51.2K 0.08% 88
2023
Q1 		$602K Buy
26,141
+9,672
+59% +$221K 0.08% 91
2022
Q4 		$367K Buy
16,469
+585
+4% +$12.9K 0.06% 122
2022
Q3 		$346K Buy
15,884
+13,564
+585% +$314K 0.06% 119
2022
Q2 		$54K Sell
2,320
-2,332
-50% -$55.3K 0.01% 318
2022
Q1 		$117K Sell
4,652
-495
-10% -$12.8K 0.01% 240
2021
Q4 		$140K Buy
5,147
+1,005
+24% +$27.6K 0.02% 216
2021
Q3 		$114K Sell
4,142
-1,300
-24% -$36.2K 0.01% 225
2021
Q2 		$151K Buy
5,442
+1,015
+23% +$27.7K 0.02% 196
2021
Q1 		$119K Hold
4,427
– – 0.02% 214
2020
Q4 		$125K Buy
+4,427
New +$124K 0.02% 199

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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

Charter Oak Capital Management's SUSC Position: Q1 2026 in Review

Charter Oak Capital Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 3.1% in Q1 2026, selling an estimated $52.9K and leaving 70,981 shares worth $1.64M. The position accounts for 0.13% of the portfolio, ranked #55.

Charter Oak Capital Management first reported a position in SUSC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.89M in Q3 2025. 299 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Charter Oak Capital Management held 70,981 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.64M as of Q1 2026.
  • Charter Oak Capital Management sold 2,262 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $52.9K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.13% of Charter Oak Capital Management's portfolio in Q1 2026, its #55 holding.
  • Charter Oak Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.89M in Q3 2025.
  • 299 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.