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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diversify Advisory Services's SUSC Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2026, closing a stake of 25,393 shares — an estimated $595K sold.

Diversify Advisory Services first reported a position in SUSC in Q1 2024 and held it in 8 quarters. The position peaked at $1.59M in Q2 2024. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Diversify Advisory Services reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 25,393 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $595K.
Diversify Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.59M in Q2 2024.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.