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

Concurrent Investment 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
Q2 		$1.68M Sell
72,441
-2,054
-3% -$47.5K 0.01% 776
2026
Q1 		$1.72M Buy
74,495
+18,033
+32% +$422K 0.02% 669
2025
Q4 		$1.32M Buy
56,462
+41,509
+278% +$977K 0.02% 722
2025
Q3 		$352K Buy
14,953
+1,963
+15% +$45.7K 0.01% 1076
2025
Q2 		$302K Buy
+12,990
New +$296K 0.01% 1064

Other funds holding SUSC

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Concurrent Investment Advisors's SUSC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.8% in Q2 2026, selling an estimated $47.5K and leaving 72,441 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #776.

Concurrent Investment Advisors first reported a position in SUSC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.72M in Q1 2026. 143 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Concurrent Investment Advisors held 72,441 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.68M as of Q2 2026.
  • Concurrent Investment Advisors sold 2,054 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $47.5K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #776 holding.
  • Concurrent Investment Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.72M in Q1 2026.
  • 143 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.