Endeavor Private Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Endeavor Private Wealth’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	$632K	Buy	27,327 +14,247	+109%	+$333K	0.18%	102
2025 Q4	$306K	Buy	13,080 +1,010	+8%	+$23.8K	0.09%	159
2025 Q3	$284K	Buy	12,070 +2,432	+25%	+$56.6K	0.09%	159
2025 Q2	$224K	Buy	+9,638	New	+$220K	0.11%	119
2025 Q1	–	Sell	-5,934	Closed	-$135K	–	192
2024 Q4	$135K	Buy	+5,934	New	+$137K	0.13%	73

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

Endeavor Private Wealth's SUSC Position: Q1 2026 in Review

Endeavor Private Wealth increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 109% in Q1 2026, buying an estimated $333K and bringing the position to 27,327 shares worth $632K. The position accounts for 0.18% of the portfolio, ranked #102.

Endeavor Private Wealth first reported a position in SUSC in Q4 2024 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Endeavor Private Wealth held 27,327 shares of iShares ESG Aware USD Corporate Bond ETF worth $632K as of Q1 2026.
Endeavor Private Wealth bought 14,247 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $333K.
iShares ESG Aware USD Corporate Bond ETF made up 0.18% of Endeavor Private Wealth's portfolio in Q1 2026, its #102 holding.
Endeavor Private Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.