JB Capital’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

JB Capital’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 Q1	$551K	Sell	23,802 -140	-0.6%	-$3.27K	0.02%	175
2025 Q4	$560K	Buy	23,942 +1,830	+8%	+$43.1K	0.02%	170
2025 Q3	$521K	Buy	22,112 +3,306	+18%	+$77K	0.02%	171
2025 Q2	$437K	Buy	18,806 +3,204	+21%	+$73.1K	0.02%	172
2025 Q1	$360K	Sell	15,602 -1,018	-6%	-$23.3K	0.02%	173
2024 Q4	$378K	Buy	16,620 +4,597	+38%	+$106K	0.02%	169
2024 Q3	$286K	Sell	12,023 -286	-2%	-$6.68K	0.02%	188
2024 Q2	$280K	Sell	12,309 -88	-0.7%	-$1.99K	0.02%	197
2024 Q1	$285K	Buy	12,397 +2,890	+30%	+$66.3K	0.02%	189
2023 Q4	$221K	Buy	+9,507	New	+$210K	0.02%	203
2023 Q3	–	Sell	-8,998	Closed	-$205K	–	190
2023 Q2	$205K	Buy	8,998 +271	+3%	+$6.17K	0.02%	171
2023 Q1	$201K	Buy	+8,727	New	+$199K	0.02%	163

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JB Capital's SUSC Position: Q1 2026 in Review

JB Capital reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.58% in Q1 2026, selling an estimated $3.27K and leaving 23,802 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #175.

JB Capital first reported a position in SUSC in Q1 2023 and has held it in 12 quarters since. The position peaked at $560K in Q4 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

JB Capital held 23,802 shares of iShares ESG Aware USD Corporate Bond ETF worth $551K as of Q1 2026.
JB Capital sold 140 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $3.27K.
iShares ESG Aware USD Corporate Bond ETF made up 0.02% of JB Capital's portfolio in Q1 2026, its #175 holding.
JB Capital first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
JB Capital's iShares ESG Aware USD Corporate Bond ETF position peaked at $560K in Q4 2025.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.