Guardian Wealth Advisors (North Carolina)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$76.5K	Buy	+3,306	New	+$77.3K	﹤0.01%	414
2025 Q3	–	Sell	-2,700	Closed	-$62.7K	–	529
2025 Q2	$62.7K	Buy	2,700 +215	+9%	+$4.9K	﹤0.01%	391
2025 Q1	$57.3K	Hold	2,485	–	–	﹤0.01%	372
2024 Q4	$56.5K	Buy	+2,485	New	+$57.6K	﹤0.01%	360

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SUSC Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2026: 3,306 shares worth $76.5K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in SUSC as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in SUSC in Q4 2024 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 3,306 shares of iShares ESG Aware USD Corporate Bond ETF worth $76.5K as of Q1 2026.
iShares ESG Aware USD Corporate Bond ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #414 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.