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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Choreo LLC's SUSC Position: Q1 2026 in Review

Choreo LLC increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.2% in Q1 2026, buying an estimated $5.54K and bringing the position to 20,589 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #967.

Choreo LLC first reported a position in SUSC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q4 2023. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Choreo LLC held 20,589 shares of iShares ESG Aware USD Corporate Bond ETF worth $476K as of Q1 2026.
Choreo LLC bought 237 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $5.54K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #967 holding.
Choreo LLC first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Choreo LLC's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.34M in Q4 2023.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.