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 Q3	$431K	Buy	19,628 +1,985	+11%	+$44.9K	0.01%	179
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

JB Capital's SUSC Position: Q3 2026 in Review

JB Capital increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 11% in Q3 2026, buying an estimated $44.9K and bringing the position to 19,628 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #179.

JB Capital first reported a position in SUSC in Q1 2023 and has held it in 14 quarters since. The position peaked at $560K in Q4 2025. 76 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

JB Capital held 19,628 shares of iShares ESG Aware USD Corporate Bond ETF worth $431K as of Q3 2026.
JB Capital bought 1,985 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $44.9K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of JB Capital's portfolio in Q3 2026, its #179 holding.
JB Capital first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
JB Capital's iShares ESG Aware USD Corporate Bond ETF position peaked at $560K in Q4 2025.
76 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.