JC
SUSC icon

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
Q2 		$408K Sell
17,643
-6,159
-26% -$142K 0.01% 196
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
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

JB Capital's SUSC Position: Q2 2026 in Review

JB Capital reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 26% in Q2 2026, selling an estimated $142K and leaving 17,643 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #196.

JB Capital first reported a position in SUSC in Q1 2023 and has held it in 13 quarters since. The position peaked at $560K in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • JB Capital held 17,643 shares of iShares ESG Aware USD Corporate Bond ETF worth $408K as of Q2 2026.
  • JB Capital sold 6,159 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $142K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of JB Capital's portfolio in Q2 2026, its #196 holding.
  • JB Capital first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • JB Capital's iShares ESG Aware USD Corporate Bond ETF position peaked at $560K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.