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

Gen-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 		$86.6K Buy
3,744
+2,156
+136% +$50.4K 0.03% 346
2025
Q4 		$37.1K Hold
1,588
– – 0.01% 412
2025
Q3 		$37.4K Hold
1,588
– – 0.01% 414
2025
Q2 		$36.9K Buy
1,588
+283
+22% +$6.46K 0.01% 359
2025
Q1 		$30.1K Buy
+1,305
New +$29.9K 0.01% 381

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
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

Gen-Wealth Partners's SUSC Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 136% in Q1 2026, buying an estimated $50.4K and bringing the position to 3,744 shares worth $86.6K. The position accounts for 0.03% of the portfolio, ranked #346.

Gen-Wealth Partners first reported a position in SUSC in Q1 2025 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Gen-Wealth Partners held 3,744 shares of iShares ESG Aware USD Corporate Bond ETF worth $86.6K as of Q1 2026.
  • Gen-Wealth Partners bought 2,156 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $50.4K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Gen-Wealth Partners's portfolio in Q1 2026, its #346 holding.
  • Gen-Wealth Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.