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

Invera Wealth 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 		$5.97M Buy
257,659
+14,568
+6% +$337K 3.2% 4
2026
Q1 		$5.62M Buy
243,091
+7,115
+3% +$166K 3.61% 4
2025
Q4 		$5.52M Sell
235,976
-7,848
-3% -$185K 3.49% 5
2025
Q3 		$5.74M Buy
243,824
+3,770
+2% +$87.8K 3.54% 6
2025
Q2 		$5.58M Buy
240,054
+7,721
+3% +$176K 3.64% 4
2025
Q1 		$5.36M Buy
232,333
+5,705
+3% +$131K 3.46% 4
2024
Q4 		$5.15M Buy
226,628
+9,245
+4% +$214K 5.1% 4
2024
Q3 		$5.03M Buy
217,383
+3,702
+2% +$86.5K 5.01% 5
2024
Q2 		$4.91M Buy
213,681
+16,936
+9% +$383K 5.04% 5
2024
Q1 		$4.39M Sell
196,745
-8,669
-4% -$199K 3.73% 7
2023
Q4 		$4.78M Buy
+205,414
New +$4.54M 2.99% 4

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

Invera Wealth Advisors's SUSC Position: Q2 2026 in Review

Invera Wealth Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 6% in Q2 2026, buying an estimated $337K and bringing the position to 257,659 shares worth $5.97M. The position accounts for 3.2% of the portfolio, ranked #4.

Invera Wealth Advisors first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Invera Wealth Advisors held 257,659 shares of iShares ESG Aware USD Corporate Bond ETF worth $5.97M as of Q2 2026.
  • Invera Wealth Advisors bought 14,568 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $337K.
  • iShares ESG Aware USD Corporate Bond ETF made up 3.2% of Invera Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Invera Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.