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SUSC icon

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

Harbour 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
Q1 		$318K Buy
13,735
+263
+2% +$6.15K ﹤0.01% 1278
2025
Q4 		$315K Sell
13,472
-725
-5% -$17.1K 0.01% 1060
2025
Q3 		$334K Buy
14,197
+614
+5% +$14.3K 0.01% 996
2025
Q2 		$316K Sell
13,583
-341
-2% -$7.78K 0.01% 968
2025
Q1 		$321K Buy
13,924
+1,887
+16% +$43.2K 0.01% 889
2024
Q4 		$273K Sell
12,037
-469
-4% -$10.9K 0.01% 902
2024
Q3 		$298K Sell
12,506
-8
-0.1% -$187 0.01% 855
2024
Q2 		$284K Buy
12,514
+362
+3% +$8.19K 0.01% 814
2024
Q1 		$279K Buy
12,152
+1,139
+10% +$26.1K 0.01% 792
2023
Q4 		$256K Buy
11,013
+2,227
+25% +$49.2K 0.01% 761
2023
Q3 		$191K Sell
8,786
-948
-10% -$21.1K 0.01% 804
2023
Q2 		$221K Buy
9,734
+8,695
+837% +$198K 0.01% 761
2023
Q1 		$23.9K Buy
1,039
+995
+2,261% +$22.7K ﹤0.01% 1665
2022
Q4 		$981 Sell
44
-7,425
-99% -$164K ﹤0.01% 2688
2022
Q3 		$173K Hold
7,469
– – 0.01% 743
2022
Q2 		$173K Buy
+7,469
New +$177K 0.01% 743
2021
Q4 		$279K Buy
10,230
+1,319
+15% +$36.2K 0.02% 595
2021
Q3 		$245K Sell
8,911
-675
-7% -$18.8K 0.01% 931
2021
Q2 		$266K Buy
9,586
+202
+2% +$5.51K 0.01% 914
2021
Q1 		$253K Buy
+9,384
New +$258K 0.01% 875

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harbour Investments's SUSC Position: Q1 2026 in Review

Harbour Investments increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2% in Q1 2026, buying an estimated $6.15K and bringing the position to 13,735 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Harbour Investments first reported a position in SUSC in Q1 2021 and has held it in 20 quarters since. The position peaked at $334K in Q3 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Harbour Investments held 13,735 shares of iShares ESG Aware USD Corporate Bond ETF worth $318K as of Q1 2026.
  • Harbour Investments bought 263 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $6.15K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1278 holding.
  • Harbour Investments first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares ESG Aware USD Corporate Bond ETF position peaked at $334K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.