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Choreo LLC’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Choreo LLC’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 		$447K Sell
19,301
-1,288
-6% -$29.8K ﹤0.01% 1064
2026
Q1 		$476K Buy
20,589
+237
+1% +$5.54K 0.01% 967
2025
Q4 		$477K Sell
20,352
-3,327
-14% -$78.3K 0.01% 939
2025
Q3 		$558K Sell
23,679
-786
-3% -$18.3K 0.01% 876
2025
Q2 		$568K Sell
24,465
-12,087
-33% -$276K 0.01% 833
2025
Q1 		$843K Sell
36,552
-15,005
-29% -$343K 0.01% 616
2024
Q4 		$1.17M Sell
51,557
-4,303
-8% -$99.7K 0.02% 518
2024
Q3 		$1.33M Sell
55,860
-1,056
-2% -$24.7K 0.02% 476
2024
Q2 		$1.28M Buy
56,916
+213
+0.4% +$4.82K 0.02% 434
2024
Q1 		$1.3M Sell
56,703
-724
-1% -$16.6K 0.03% 235
2023
Q4 		$1.34M Sell
57,427
-662
-1% -$14.6K 0.04% 224
2023
Q3 		$1.26M Buy
58,089
+14,179
+32% +$316K 0.04% 178
2023
Q2 		$999K Buy
43,910
+1,285
+3% +$29.3K 0.03% 199
2023
Q1 		$981K Buy
+42,625
New +$973K 0.03% 210

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

Choreo LLC's SUSC Position: Q2 2026 in Review

Choreo LLC reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 6.3% in Q2 2026, selling an estimated $29.8K and leaving 19,301 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Choreo LLC first reported a position in SUSC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.34M in Q4 2023. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Choreo LLC held 19,301 shares of iShares ESG Aware USD Corporate Bond ETF worth $447K as of Q2 2026.
  • Choreo LLC sold 1,288 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $29.8K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1064 holding.
  • Choreo LLC first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Choreo LLC's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.34M in Q4 2023.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.