Clearstead Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Clearstead Advisors’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 Q3	$131K	Buy	+5,991	New	+$136K	﹤0.01%	1169

Other funds holding SUSC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

Clearstead Advisors's SUSC Position: Q3 2026 in Review

Clearstead Advisors opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2026: 5,991 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings.

168 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

Clearstead Advisors held 5,991 shares of iShares ESG Aware USD Corporate Bond ETF worth $131K as of Q3 2026.
iShares ESG Aware USD Corporate Bond ETF was a new Clearstead Advisors position in Q3 2026.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1169 holding.
168 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.