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 Q2	$734K	Sell	31,692 -54,447	-63%	-$1.26M	0.04%	377
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 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

Gateway Wealth Partners's SUSC Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 63% in Q2 2026, selling an estimated $1.26M and leaving 31,692 shares worth $734K. The position accounts for 0.04% of the portfolio, ranked #377.

Gateway Wealth Partners first reported a position in SUSC in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.99M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Gateway Wealth Partners held 31,692 shares of iShares ESG Aware USD Corporate Bond ETF worth $734K as of Q2 2026.
Gateway Wealth Partners sold 54,447 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $1.26M.
iShares ESG Aware USD Corporate Bond ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #377 holding.
Gateway Wealth Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 7 quarters since.
Gateway Wealth Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.99M in Q1 2026.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.