FGAM
SUSC icon

Financial Gravity Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Financial Gravity Asset 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
Q1 		$121K Hold
5,228
– – 0.02% 210
2025
Q4 		$122K Hold
5,228
– – 0.02% 163
2025
Q3 		$123K Buy
+5,228
New +$122K 0.02% 197
2025
Q1 		$144K Buy
+6,223
New +$142K 0.03% 179
2024
Q2 		$328K Buy
14,443
+10,965
+315% +$248K 0.08% 96
2024
Q1 		$80.9K Hold
3,478
– – 0.02% 213
2023
Q4 		$80.9K Buy
+3,478
New +$76.9K 0.02% 213

Other funds holding SUSC

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

Financial Gravity Asset Management's SUSC Position: Q1 2026 in Review

Financial Gravity Asset Management held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q1 2026 at 5,228 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #210.

Financial Gravity Asset Management first reported a position in SUSC in Q4 2023 and has held it in 7 quarters since. The position peaked at $328K in Q2 2024. 299 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Financial Gravity Asset Management held 5,228 shares of iShares ESG Aware USD Corporate Bond ETF worth $121K as of Q1 2026.
  • Financial Gravity Asset Management left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #210 holding.
  • Financial Gravity Asset Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • Financial Gravity Asset Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $328K in Q2 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.