D.J. St. Germain’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

D.J. St. Germain’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	–	Sell	-3,345	Closed	-$77.4K	–	951
2026 Q1	$77.4K	Hold	3,345	–	–	﹤0.01%	398
2025 Q4	$78.2K	Hold	3,345	–	–	﹤0.01%	432
2025 Q3	$78.8K	Hold	3,345	–	–	﹤0.01%	419
2025 Q2	$77.7K	Sell	3,345 -5,133	-61%	-$117K	﹤0.01%	415
2025 Q1	$196K	Hold	8,478	–	–	0.01%	273
2024 Q4	$193K	Buy	+8,478	New	+$196K	0.01%	288
2024 Q1	–	Sell	-1,757	Closed	-$40.9K	–	833
2023 Q4	$40.9K	Buy	1,757 +1,654	+1,606%	+$36.6K	﹤0.01%	416
2023 Q3	$2.24K	Buy	+103	New	+$2.3K	﹤0.01%	649
2021 Q3	–	Sell	-8,535	Closed	-$237K	–	242
2021 Q2	$237K	Sell	8,535 -115	-1%	-$3.14K	0.01%	222
2021 Q1	$233K	Sell	8,650 -14,288	-62%	-$393K	0.02%	215
2020 Q4	$650K	Buy	22,938 +5,269	+30%	+$147K	0.05%	131
2020 Q3	$490K	Buy	+17,669	New	+$494K	0.04%	139

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

D.J. St. Germain's SUSC Position: Q2 2026 in Review

D.J. St. Germain sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026, closing a stake of 3,345 shares — an estimated $77.4K sold.

D.J. St. Germain first reported a position in SUSC in Q3 2020 and held it in 12 quarters. The position peaked at $650K in Q4 2020. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

D.J. St. Germain reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
D.J. St. Germain sold 3,345 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $77.4K.
D.J. St. Germain first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and held it in 12 quarters.
D.J. St. Germain's iShares ESG Aware USD Corporate Bond ETF position peaked at $650K in Q4 2020.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.