Gateway Wealth Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Gateway Wealth Partners’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	$1.99M	Buy	86,139 +63,340	+278%	+$1.48M	0.08%	253
2025 Q4	$533K	Buy	22,799 +12,285	+117%	+$289K	0.06%	265
2025 Q3	$248K	Buy	10,514 +1,179	+13%	+$27.5K	0.03%	360
2025 Q2	$217K	Buy	9,335 +649	+7%	+$14.8K	0.04%	330
2025 Q1	$200K	Buy	+8,686	New	+$199K	0.05%	307
2024 Q1	–	Sell	-9,820	Closed	-$229K	–	250
2023 Q4	$229K	Buy	+9,820	New	+$217K	0.09%	194

Other funds holding SUSC

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return