Five Pine Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Five Pine Wealth 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	$322K	Buy	13,897 +866	+7%	+$20.2K	0.2%	34
2025 Q4	$305K	Buy	13,031 +40	+0.3%	+$941	0.2%	34
2025 Q3	$306K	Buy	12,991 +236	+2%	+$5.5K	0.21%	33
2025 Q2	$296K	Buy	12,755 +209	+2%	+$4.77K	0.22%	32
2025 Q1	$289K	Buy	12,546 +1,833	+17%	+$41.9K	0.24%	32
2024 Q4	$243K	Buy	+10,713	New	+$248K	0.21%	33

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

Five Pine Wealth Management's SUSC Position: Q1 2026 in Review

Five Pine Wealth Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 6.6% in Q1 2026, buying an estimated $20.2K and bringing the position to 13,897 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #34.

Five Pine Wealth Management first reported a position in SUSC in Q4 2024 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Five Pine Wealth Management held 13,897 shares of iShares ESG Aware USD Corporate Bond ETF worth $322K as of Q1 2026.
Five Pine Wealth Management bought 866 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $20.2K.
iShares ESG Aware USD Corporate Bond ETF made up 0.2% of Five Pine Wealth Management's portfolio in Q1 2026, its #34 holding.
Five Pine Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.