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Golden State Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Golden State 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 		$456K Buy
19,715
+880
+5% +$20.6K 0.05% 264
2025
Q4 		$440K Buy
18,835
+465
+3% +$10.9K 0.05% 273
2025
Q3 		$433K Buy
18,370
+919
+5% +$21.4K 0.05% 264
2025
Q2 		$405K Sell
17,451
-815
-4% -$18.6K 0.05% 270
2025
Q1 		$421K Buy
18,266
+484
+3% +$11.1K 0.06% 232
2024
Q4 		$404K Buy
+17,782
New +$412K 0.06% 223
2022
Q1 		$262K Sell
10,441
-498
-5% -$12.9K 0.05% 259
2021
Q4 		$299K Buy
+10,939
New +$300K 0.05% 285
2021
Q1 		– Sell
-12,421
Closed -$352K – 237
2020
Q4 		$352K Buy
12,421
+603
+5% +$16.9K 0.1% 157
2020
Q3 		$327K Buy
11,818
+494
+4% +$13.8K 0.11% 135
2020
Q2 		$312K Buy
+11,324
New +$303K 0.1% 134
2019
Q4 		– Sell
-4,420
Closed -$116K – 823
2019
Q3 		$116K Buy
4,420
+556
+14% +$14.5K 0.04% 294
2019
Q2 		$99K Sell
3,864
-495
-11% -$12.4K 0.03% 335
2019
Q1 		$109K Buy
+4,359
New +$106K 0.04% 311

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

Golden State Wealth Management's SUSC Position: Q1 2026 in Review

Golden State Wealth Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4.7% in Q1 2026, buying an estimated $20.6K and bringing the position to 19,715 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #264.

Golden State Wealth Management first reported a position in SUSC in Q1 2019 and has held it in 14 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Golden State Wealth Management held 19,715 shares of iShares ESG Aware USD Corporate Bond ETF worth $456K as of Q1 2026.
  • Golden State Wealth Management bought 880 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $20.6K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.05% of Golden State Wealth Management's portfolio in Q1 2026, its #264 holding.
  • Golden State Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2019 and has held it in 14 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.