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SUSC icon

Gradient Investments’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Gradient Investments’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 		$614K Sell
26,515
-1,110
-4% -$25.7K 0.01% 359
2026
Q1 		$639K Buy
27,625
+302
+1% +$7.06K 0.01% 335
2025
Q4 		$639K Sell
27,323
-114
-0.4% -$2.68K 0.01% 267
2025
Q3 		$646K Sell
27,437
-4,059
-13% -$94.5K 0.01% 287
2025
Q2 		$732K Sell
31,496
-6,281
-17% -$143K 0.01% 258
2025
Q1 		$871K Sell
37,777
-2,470
-6% -$56.5K 0.02% 204
2024
Q4 		$914K Buy
40,247
+1,745
+5% +$40.4K 0.02% 192
2024
Q3 		$916K Buy
38,502
+2,145
+6% +$50.1K 0.02% 187
2024
Q2 		$826K Buy
36,357
+896
+3% +$20.3K 0.02% 196
2024
Q1 		$815K Sell
35,461
-2,084
-6% -$47.8K 0.02% 192
2023
Q4 		$874K Sell
37,545
-190
-0.5% -$4.2K 0.02% 199
2023
Q3 		$821K Sell
37,735
-1,795
-5% -$40K 0.02% 183
2023
Q2 		$899K Sell
39,530
-430
-1% -$9.79K 0.02% 181
2023
Q1 		$920K Sell
39,960
-8,958
-18% -$204K 0.03% 177
2022
Q4 		$1.09M Sell
48,918
-18,708
-28% -$414K 0.03% 179
2022
Q3 		$1.47M Buy
67,626
+67,594
+211,231% +$1.57M 0.05% 167
2022
Q2 		$1K Buy
+32
New +$758 ﹤0.01% 1172

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gradient Investments's SUSC Position: Q2 2026 in Review

Gradient Investments reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4% in Q2 2026, selling an estimated $25.7K and leaving 26,515 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #359.

Gradient Investments first reported a position in SUSC in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.47M in Q3 2022. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Gradient Investments held 26,515 shares of iShares ESG Aware USD Corporate Bond ETF worth $614K as of Q2 2026.
  • Gradient Investments sold 1,110 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $25.7K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #359 holding.
  • Gradient Investments first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Gradient Investments's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.47M in Q3 2022.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.