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Contango Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Contango Wealth Management’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 		$845K Buy
36,532
+5,635
+18% +$132K 0.99% 22
2025
Q4 		$723K Buy
+30,897
New +$727K 0.81% 20

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Contango Wealth Management's SUSC Position: Q1 2026 in Review

Contango Wealth Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 18% in Q1 2026, buying an estimated $132K and bringing the position to 36,532 shares worth $845K. The position accounts for 0.99% of the portfolio, ranked #22.

Contango Wealth Management first reported a position in SUSC in Q4 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Contango Wealth Management held 36,532 shares of iShares ESG Aware USD Corporate Bond ETF worth $845K as of Q1 2026.
  • Contango Wealth Management bought 5,635 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $132K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.99% of Contango Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Contango Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.