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Dynamic Advisor Solutions’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Dynamic Advisor Solutions’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 		$389K Sell
16,799
-411
-2% -$9.51K 0.01% 762
2026
Q1 		$398K Buy
17,210
+2
+0% +$47 0.01% 711
2025
Q4 		$402K Buy
17,208
+27
+0.2% +$635 0.01% 682
2025
Q3 		$405K Sell
17,181
-400
-2% -$9.32K 0.01% 690
2025
Q2 		$408K Sell
17,581
-2,512
-13% -$57.3K 0.01% 652
2025
Q1 		$463K Buy
20,093
+2,247
+13% +$51.4K 0.02% 599
2024
Q4 		$405K Buy
17,846
+1,018
+6% +$23.6K 0.02% 465
2024
Q3 		$400K Sell
16,828
-540
-3% -$12.6K 0.01% 667
2024
Q2 		$395K Buy
17,368
+558
+3% +$12.6K 0.01% 683
2024
Q1 		$386K Buy
16,810
+330
+2% +$7.57K 0.01% 679
2023
Q4 		$378K Buy
16,480
+1,053
+7% +$23.3K 0.01% 651
2023
Q3 		$336K Buy
+15,427
New +$344K 0.02% 622
2021
Q4 		– Sell
-8,667
Closed -$238K – 798
2021
Q3 		$238K Sell
8,667
-1,300
-13% -$36.2K 0.02% 644
2021
Q2 		$276K Sell
9,967
-3,430
-26% -$93.6K 0.02% 567
2021
Q1 		$361K Sell
13,397
-11,971
-47% -$329K 0.03% 460
2020
Q4 		$719K Buy
25,368
+10,625
+72% +$297K 0.07% 295
2020
Q3 		$409K Buy
+14,743
New +$413K 0.05% 353

Other funds holding SUSC

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Dynamic Advisor Solutions's SUSC Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.4% in Q2 2026, selling an estimated $9.51K and leaving 16,799 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #762.

Dynamic Advisor Solutions first reported a position in SUSC in Q3 2020 and has held it in 17 quarters since. The position peaked at $719K in Q4 2020. 54 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Dynamic Advisor Solutions held 16,799 shares of iShares ESG Aware USD Corporate Bond ETF worth $389K as of Q2 2026.
  • Dynamic Advisor Solutions sold 411 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $9.51K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #762 holding.
  • Dynamic Advisor Solutions first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and has held it in 17 quarters since.
  • Dynamic Advisor Solutions's iShares ESG Aware USD Corporate Bond ETF position peaked at $719K in Q4 2020.
  • 54 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.