IA
SUSC icon

IFP Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

IFP Advisors’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 		$33K Buy
1,426
+336
+31% +$7.77K ﹤0.01% 2655
2026
Q1 		$25.2K Sell
1,090
-14
-1% -$327 ﹤0.01% 2658
2025
Q4 		$25.8K Sell
1,104
-16
-1% -$376 ﹤0.01% 2594
2025
Q3 		$26.4K Sell
1,120
-53
-5% -$1.23K ﹤0.01% 2432
2025
Q2 		$27.2K Sell
1,173
-2,126
-64% -$48.5K ﹤0.01% 2374
2025
Q1 		$76.1K Buy
3,299
+2,641
+401% +$60.4K ﹤0.01% 1686
2024
Q4 		$14.9K Buy
658
+413
+169% +$9.57K ﹤0.01% 2379
2024
Q3 		$5.83K Hold
245
– – ﹤0.01% 2615
2024
Q2 		$5.57K Buy
+245
New +$5.54K ﹤0.01% 2526
2023
Q3 		– Sell
-8,986
Closed -$204K – 3532
2023
Q2 		$204K Sell
8,986
-7,647
-46% -$174K 0.01% 1015
2023
Q1 		$403K Sell
16,633
-16,807
-50% -$384K 0.02% 671
2022
Q4 		$810K Buy
33,440
+3,854
+13% +$85.2K 0.02% 701
2022
Q3 		$715K Buy
29,586
+1,833
+7% +$42.5K 0.02% 764
2022
Q2 		$671K Hold
27,753
– – 0.02% 715
2022
Q1 		$671K Buy
27,753
+27,299
+6,013% +$707K 0.02% 715
2021
Q4 		$13K Buy
454
+4
+0.9% +$110 ﹤0.01% 2132
2021
Q3 		$13K Buy
450
+397
+749% +$11.1K ﹤0.01% 2177
2021
Q2 		$2K Sell
53
-258
-83% -$7.04K ﹤0.01% 2783
2021
Q1 		$9K Buy
311
+12
+4% +$330 ﹤0.01% 2185
2020
Q4 		$9K Buy
299
+2
+0.7% +$56 ﹤0.01% 2116
2020
Q3 		$9K Buy
297
+98
+49% +$2.74K ﹤0.01% 1956
2020
Q2 		$5K Buy
+199
New +$5.33K ﹤0.01% 2108

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

IFP Advisors's SUSC Position: Q2 2026 in Review

IFP Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 31% in Q2 2026, buying an estimated $7.77K and bringing the position to 1,426 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

IFP Advisors first reported a position in SUSC in Q2 2020 and has held it in 22 quarters since. The position peaked at $810K in Q4 2022. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • IFP Advisors held 1,426 shares of iShares ESG Aware USD Corporate Bond ETF worth $33K as of Q2 2026.
  • IFP Advisors bought 336 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $7.77K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2655 holding.
  • IFP Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • IFP Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $810K in Q4 2022.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.