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

Cobblestone Capital 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
2025
Q3 		$430K Buy
18,251
+370
+2% +$8.62K 0.02% 216
2025
Q2 		$415K Buy
17,881
+740
+4% +$16.9K 0.02% 214
2025
Q1 		$395K Sell
17,141
-625
-4% -$14.3K 0.02% 208
2024
Q4 		$404K Sell
17,766
-16,382
-48% -$379K 0.02% 206
2024
Q3 		$812K Sell
34,148
-11,975
-26% -$280K 0.05% 146
2024
Q2 		$1.05M Buy
46,123
+1,588
+4% +$35.9K 0.06% 124
2024
Q1 		$1.02M Buy
44,535
+5,023
+13% +$115K 0.06% 123
2023
Q4 		$919K Buy
39,512
+6,531
+20% +$144K 0.06% 134
2023
Q3 		$718K Buy
32,981
+884
+3% +$19.7K 0.05% 135
2023
Q2 		$730K Buy
32,097
+2,417
+8% +$55K 0.05% 138
2023
Q1 		$683K Buy
29,680
+6,548
+28% +$149K 0.05% 140
2022
Q4 		$516K Sell
23,132
-2,048
-8% -$45.3K 0.04% 162
2022
Q3 		$548K Buy
25,180
+3,043
+14% +$70.5K 0.05% 148
2022
Q2 		$512K Buy
22,137
+2,705
+14% +$64.1K 0.04% 161
2022
Q1 		$488K Buy
19,432
+292
+2% +$7.56K 0.03% 171
2021
Q4 		$522K Buy
19,140
+1,661
+10% +$45.6K 0.03% 171
2021
Q3 		$481K Buy
17,479
+109
+0.6% +$3.04K 0.03% 170
2021
Q2 		$481K Buy
17,370
+1,360
+8% +$37.1K 0.03% 175
2021
Q1 		$431K Buy
16,010
+873
+6% +$24K 0.03% 182
2020
Q4 		$429K Buy
15,137
+1,357
+10% +$38K 0.03% 174
2020
Q3 		$382K Buy
13,780
+1,115
+9% +$31.2K 0.03% 176
2020
Q2 		$350K Sell
12,665
-330
-3% -$8.84K 0.03% 184
2020
Q1 		$334K Sell
12,995
-125
-1% -$3.3K 0.04% 188
2019
Q4 		$347K Buy
13,120
+250
+2% +$6.59K 0.03% 198
2019
Q3 		$338K Buy
+12,870
New +$336K 0.03% 187

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cobblestone Capital Advisors's SUSC Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.1% in Q3 2025, buying an estimated $8.62K and bringing the position to 18,251 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #216.

Cobblestone Capital Advisors first reported a position in SUSC in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.05M in Q2 2024. 267 funds tracked by Wall St. Rank hold SUSC as of Q3 2025.

  • Cobblestone Capital Advisors held 18,251 shares of iShares ESG Aware USD Corporate Bond ETF worth $430K as of Q3 2025.
  • Cobblestone Capital Advisors bought 370 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2025, an estimated $8.62K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #216 holding.
  • Cobblestone Capital Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2019 and has held it in 25 quarters since.
  • Cobblestone Capital Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.05M in Q2 2024.
  • 267 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.