Investor's Fiduciary Advisor Network’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Investor's Fiduciary Advisor Network’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	-69,754	Closed	-$1.61M	–	275
2026 Q1	$1.61M	Sell	69,754 -11	-0%	-$257	0.49%	57
2025 Q4	$1.63M	Buy	69,765 +4,463	+7%	+$105K	0.35%	66
2025 Q3	$1.54M	Buy	65,302 +5,560	+9%	+$129K	0.52%	46
2025 Q2	$1.39M	Sell	59,742 -20,800	-26%	-$474K	0.52%	52
2025 Q1	$1.86M	Sell	80,542 -573	-0.7%	-$13.1K	0.88%	32
2024 Q4	$1.84M	Buy	+81,115	New	+$1.88M	0.71%	37

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Investor's Fiduciary Advisor Network's SUSC Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026, closing a stake of 69,754 shares — an estimated $1.61M sold.

Investor's Fiduciary Advisor Network first reported a position in SUSC in Q4 2024 and held it in 6 quarters. The position peaked at $1.86M in Q1 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 69,754 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $1.61M.
Investor's Fiduciary Advisor Network first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.86M in Q1 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.