GPS Wealth Strategies Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-2,595	Closed	-$61.1K	–	1459
2025 Q3	$61.1K	Sell	2,595 -686	-21%	-$16K	0.01%	622
2025 Q2	$76.2K	Buy	3,281 +13	+0.4%	+$297	0.01%	530
2025 Q1	$75.4K	Buy	3,268 +9	+0.3%	+$206	0.01%	522
2024 Q4	$74.1K	Buy	3,259 +17	+0.5%	+$394	0.01%	501
2024 Q3	$77.1K	Buy	3,242 +13	+0.4%	+$304	0.01%	501
2024 Q2	$73.4K	Buy	3,229 +1,183	+58%	+$26.8K	0.01%	454
2024 Q1	$47K	Hold	2,046	–	–	0.01%	527
2023 Q4	$47.6K	Hold	2,046	–	–	0.01%	504
2023 Q3	$44.5K	Hold	2,046	–	–	0.01%	500
2023 Q2	$46.5K	Hold	2,046	–	–	0.01%	506
2023 Q1	$47.1K	Buy	+2,046	New	+$46.7K	0.01%	491

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

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

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

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

GPS Wealth Strategies Group's SUSC Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2025, closing a stake of 2,595 shares — an estimated $61.1K sold.

GPS Wealth Strategies Group first reported a position in SUSC in Q1 2023 and held it in 11 quarters. The position peaked at $77.1K in Q3 2024. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 2,595 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $61.1K.
GPS Wealth Strategies Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and held it in 11 quarters.
GPS Wealth Strategies Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $77.1K in Q3 2024.
301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.