Janney Montgomery Scott
SUSC icon

Janney Montgomery Scott’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Janney Montgomery Scott’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 		$4.97M Sell
214,518
-53,675
-20% -$1.24M 0.01% 974
2026
Q1 		$6.21M Buy
268,193
+14,343
+6% +$335K 0.02% 759
2025
Q4 		$5.94M Buy
253,850
+28,204
+12% +$664K 0.01% 816
2025
Q3 		$5.32M Buy
225,646
+74,662
+49% +$1.74M 0.01% 871
2025
Q2 		$3.51M Buy
150,984
+55,910
+59% +$1.28M 0.01% 961
2025
Q1 		$2.19M Sell
95,074
-6,411
-6% -$147K 0.01% 1119
2024
Q4 		$2.31M Sell
101,485
-9,746
-9% -$226K 0.01% 1089
2024
Q3 		$2.65M Buy
111,231
+652
+0.6% +$15.2K 0.01% 1007
2024
Q2 		$2.51M Buy
110,579
+5,522
+5% +$125K 0.01% 991
2024
Q1 		$2.42M Buy
105,057
+30,802
+41% +$706K 0.01% 1063
2023
Q4 		$1.73M Buy
74,255
+22,108
+42% +$489K 0.01% 1171
2023
Q3 		$1.14M Sell
52,147
-11,481
-18% -$256K ﹤0.01% 1280
2023
Q2 		$1.45M Buy
63,628
+11,824
+23% +$269K 0.01% 1223
2023
Q1 		$1.19M Buy
51,804
+29,659
+134% +$677K ﹤0.01% 1227
2022
Q4 		$494K Buy
22,145
+449
+2% +$9.93K ﹤0.01% 1783
2022
Q3 		$473K Buy
21,696
+9,567
+79% +$222K ﹤0.01% 1737
2022
Q2 		$281K Buy
12,129
+2,538
+26% +$60.2K ﹤0.01% 1952
2022
Q1 		$241K Buy
+9,591
New +$248K ﹤0.01% 1992

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

Janney Montgomery Scott's SUSC Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 20% in Q2 2026, selling an estimated $1.24M and leaving 214,518 shares worth $4.97M. The position accounts for 0.01% of the portfolio, ranked #974.

Janney Montgomery Scott first reported a position in SUSC in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.21M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Janney Montgomery Scott held 214,518 shares of iShares ESG Aware USD Corporate Bond ETF worth $4.97M as of Q2 2026.
  • Janney Montgomery Scott sold 53,675 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $1.24M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #974 holding.
  • Janney Montgomery Scott first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Janney Montgomery Scott's iShares ESG Aware USD Corporate Bond ETF position peaked at $6.21M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.