Continuum Advisory’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Continuum Advisory’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	$723K	Sell	31,208 -1,775	-5%	-$41K	0.06%	250
2026 Q1	$763K	Sell	32,983 -119	-0.4%	-$2.78K	0.07%	224
2025 Q4	$774K	Buy	33,102 +5,769	+21%	+$136K	0.08%	221
2025 Q3	$644K	Buy	27,333 +1,389	+5%	+$32.3K	0.07%	239
2025 Q2	$603K	Buy	25,944 +339	+1%	+$7.73K	0.07%	236
2025 Q1	$590K	Sell	25,605 -142	-0.6%	-$3.25K	0.08%	218
2024 Q4	$585K	Buy	25,747 +1,404	+6%	+$32.5K	0.08%	221
2024 Q3	$558K	Sell	24,343 -784	-3%	-$18.3K	0.07%	233
2024 Q2	$571K	Buy	25,127 +180	+0.7%	+$4.07K	0.08%	212
2024 Q1	$564K	Buy	24,947 +5,883	+31%	+$135K	0.08%	214
2023 Q4	$444K	Buy	+19,064	New	+$421K	0.06%	299

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Continuum Advisory's SUSC Position: Q2 2026 in Review

Continuum Advisory reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 5.4% in Q2 2026, selling an estimated $41K and leaving 31,208 shares worth $723K. The position accounts for 0.06% of the portfolio, ranked #250.

Continuum Advisory first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $774K in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Continuum Advisory held 31,208 shares of iShares ESG Aware USD Corporate Bond ETF worth $723K as of Q2 2026.
Continuum Advisory sold 1,775 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $41K.
iShares ESG Aware USD Corporate Bond ETF made up 0.06% of Continuum Advisory's portfolio in Q2 2026, its #250 holding.
Continuum Advisory first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Continuum Advisory's iShares ESG Aware USD Corporate Bond ETF position peaked at $774K in Q4 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.