Gradient Investments
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
Q3 		$519K Sell
23,644
-2,871
-11% -$65K 0.01% 373
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% -$9.8K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Gradient Investments's SUSC Position: Q3 2026 in Review

Gradient Investments reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 11% in Q3 2026, selling an estimated $65K and leaving 23,644 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #373.

Gradient Investments first reported a position in SUSC in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.47M in Q3 2022. 73 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Gradient Investments held 23,644 shares of iShares ESG Aware USD Corporate Bond ETF worth $519K as of Q3 2026.
  • Gradient Investments sold 2,871 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $65K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #373 holding.
  • Gradient Investments first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Gradient Investments's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.47M in Q3 2022.
  • 73 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.