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Horst & Graben Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Horst & Graben Wealth Management’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 		$3.77M Sell
163,562
-38,820
-19% -$898K 0.5% 37
2026
Q1 		$4.7M Buy
202,382
+1,285
+0.6% +$30K 0.64% 31
2025
Q4 		$4.7M Buy
201,097
+3,174
+2% +$74.7K 0.71% 31
2025
Q3 		$4.66M Buy
197,923
+25,803
+15% +$601K 0.71% 32
2025
Q2 		$4M Buy
172,120
+11,922
+7% +$272K 0.66% 32
2025
Q1 		$3.69M Sell
160,198
-19,621
-11% -$449K 0.66% 29
2024
Q4 		$4.09M Buy
179,819
+5,572
+3% +$129K 0.73% 25
2024
Q3 		$4.15M Buy
174,247
+8,833
+5% +$206K 0.74% 24
2024
Q2 		$3.76M Buy
165,414
+6,596
+4% +$149K 0.72% 25
2024
Q1 		$3.65M Buy
158,818
+27,468
+21% +$630K 0.74% 23
2023
Q4 		$3.06M Buy
131,350
+12,671
+11% +$280K 0.67% 26
2023
Q3 		$2.58M Sell
118,679
-3,473
-3% -$77.5K 0.64% 27
2023
Q2 		$2.78M Sell
122,152
-12,181
-9% -$277K 0.66% 22
2023
Q1 		$3.09M Buy
134,333
+57,240
+74% +$1.31M 0.77% 21
2022
Q4 		$1.72M Buy
77,093
+17,956
+30% +$397K 0.45% 35
2022
Q3 		$1.29M Buy
59,137
+19,055
+48% +$441K 0.37% 34
2022
Q2 		$928K Buy
40,082
+9,388
+31% +$222K 0.25% 51
2022
Q1 		$771K Buy
+30,694
New +$794K 0.19% 61
2021
Q2 		– Sell
-55,091
Closed -$1.48M – 141
2021
Q1 		$1.48M Buy
55,091
+22,592
+70% +$621K 0.47% 33
2020
Q4 		$921K Sell
32,499
-22,164
-41% -$620K 0.32% 43
2020
Q3 		$1.52M Buy
+54,663
New +$1.53M 0.59% 31

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

Horst & Graben Wealth Management's SUSC Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 19% in Q2 2026, selling an estimated $898K and leaving 163,562 shares worth $3.77M. The position accounts for 0.5% of the portfolio, ranked #37.

Horst & Graben Wealth Management first reported a position in SUSC in Q3 2020 and has held it in 21 quarters since. The position peaked at $4.7M in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Horst & Graben Wealth Management held 163,562 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.77M as of Q2 2026.
  • Horst & Graben Wealth Management sold 38,820 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $898K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.5% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Horst & Graben Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and has held it in 21 quarters since.
  • Horst & Graben Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $4.7M in Q4 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.