GI
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

CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return