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

Diversify Advisory Services’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 Q3	$1.24M	Buy	55,777 +15,304	+38%	+$346K	0.02%	592
2026 Q2	$920K	Buy	+40,473	New	+$936K	0.02%	658
2026 Q1	–	Sell	-25,393	Closed	-$595K	–	785
2025 Q4	$595K	Sell	25,393 -1,244	-5%	-$29.3K	0.02%	549
2025 Q3	$624K	Sell	26,637 -5,087	-16%	-$118K	0.02%	494
2025 Q2	$738K	Sell	31,724 -6,451	-17%	-$147K	0.03%	408
2025 Q1	$878K	Sell	38,175 -10,177	-21%	-$233K	0.05%	241
2024 Q4	$1.09M	Sell	48,352 -14,967	-24%	-$347K	0.06%	220
2024 Q3	$1.47M	Sell	63,319 -6,247	-9%	-$146K	0.08%	200
2024 Q2	$1.59M	Buy	69,566 +8,674	+14%	+$196K	0.09%	183
2024 Q1	$1.38M	Buy	+60,892	New	+$1.4M	0.08%	192

Other funds holding SUSC

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Diversify Advisory Services's SUSC Position: Q3 2026 in Review

Diversify Advisory Services increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 38% in Q3 2026, buying an estimated $346K and bringing the position to 55,777 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #592.

Diversify Advisory Services first reported a position in SUSC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.59M in Q2 2024. 65 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

Diversify Advisory Services held 55,777 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.24M as of Q3 2026.
Diversify Advisory Services bought 15,304 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $346K.
iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #592 holding.
Diversify Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.59M in Q2 2024.
65 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.