IAA
SUSC icon

Independent Advisor Alliance’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Independent Advisor Alliance’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 		– Sell
-10,714
Closed -$248K – 1565
2026
Q1 		$248K Buy
+10,714
New +$250K ﹤0.01% 1411
2025
Q1 		– Sell
-10,728
Closed -$244K – 1309
2024
Q4 		$244K Buy
+10,728
New +$248K ﹤0.01% 1219

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

Independent Advisor Alliance's SUSC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026, closing a stake of 10,714 shares — an estimated $248K sold.

Independent Advisor Alliance first reported a position in SUSC in Q4 2024 and held it in 2 quarters. The position peaked at $248K in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,714 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $248K.
  • Independent Advisor Alliance first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's iShares ESG Aware USD Corporate Bond ETF position peaked at $248K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.