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F.L. Putnam Investment Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

F.L. Putnam Investment Management’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 		$4.29M Sell
184,489
-21,141
-10% -$489K 0.05% 208
2026
Q1 		$4.76M Sell
205,630
-4,526
-2% -$106K 0.07% 173
2025
Q4 		$4.91M Buy
210,156
+2,567
+1% +$60.4K 0.07% 172
2025
Q3 		$4.89M Buy
207,589
+14,412
+7% +$336K 0.07% 175
2025
Q2 		$4.49M Buy
193,177
+688
+0.4% +$15.7K 0.08% 173
2025
Q1 		$4.44M Buy
192,489
+6,081
+3% +$139K 0.08% 163
2024
Q4 		$4.24M Buy
186,408
+38,582
+26% +$894K 0.08% 174
2024
Q3 		$3.52M Buy
147,826
+1,982
+1% +$46.3K 0.06% 189
2024
Q2 		$3.31M Sell
145,844
-19,304
-12% -$437K 0.06% 193
2024
Q1 		$3.8M Buy
165,148
+100,177
+154% +$2.3M 0.08% 167
2023
Q4 		$1.51M Sell
64,971
-2,632
-4% -$58.2K 0.04% 225
2023
Q3 		$1.47M Buy
67,603
+6,665
+11% +$149K 0.04% 236
2023
Q2 		$1.39M Sell
60,938
-926
-1% -$21.1K 0.04% 244
2023
Q1 		$1.42M Buy
61,864
+5,454
+10% +$124K 0.05% 207
2022
Q4 		$1.26M Buy
56,410
+3,698
+7% +$81.8K 0.05% 208
2022
Q3 		$1.15M Sell
52,712
-5,104
-9% -$118K 0.04% 209
2022
Q2 		$1.34M Buy
57,816
+1,790
+3% +$42.4K 0.05% 205
2022
Q1 		$1.41M Buy
56,026
+7,151
+15% +$185K 0.04% 204
2021
Q4 		$1.33M Buy
48,875
+8,554
+21% +$235K 0.04% 207
2021
Q3 		$1.11M Buy
40,321
+1,238
+3% +$34.5K 0.04% 208
2021
Q2 		$1.08M Buy
+39,083
New +$1.07M 0.04% 210

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

F.L. Putnam Investment Management's SUSC Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 10% in Q2 2026, selling an estimated $489K and leaving 184,489 shares worth $4.29M. The position accounts for 0.05% of the portfolio, ranked #208.

F.L. Putnam Investment Management first reported a position in SUSC in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.91M in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • F.L. Putnam Investment Management held 184,489 shares of iShares ESG Aware USD Corporate Bond ETF worth $4.29M as of Q2 2026.
  • F.L. Putnam Investment Management sold 21,141 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $489K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.05% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #208 holding.
  • F.L. Putnam Investment Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • F.L. Putnam Investment Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $4.91M in Q4 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.