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 Q2	$329K	Buy	14,207 +310	+2%	+$7.17K	0.19%	34
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 $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Five Pine Wealth Management's SUSC Position: Q2 2026 in Review

Five Pine Wealth Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.2% in Q2 2026, buying an estimated $7.17K and bringing the position to 14,207 shares worth $329K. The position accounts for 0.19% of the portfolio, ranked #34.

Five Pine Wealth Management first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Five Pine Wealth Management held 14,207 shares of iShares ESG Aware USD Corporate Bond ETF worth $329K as of Q2 2026.
Five Pine Wealth Management bought 310 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $7.17K.
iShares ESG Aware USD Corporate Bond ETF made up 0.19% of Five Pine Wealth Management's portfolio in Q2 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 7 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.