Jones Financial Companies
SUSC icon

Jones Financial Companies’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Jones Financial Companies’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 		$1.13M Buy
48,543
+11,837
+32% +$274K ﹤0.01% 1833
2026
Q1 		$840K Buy
36,706
+9,706
+36% +$227K ﹤0.01% 1793
2025
Q4 		$631K Buy
27,000
+1,144
+4% +$26.9K ﹤0.01% 1414
2025
Q3 		$608K Buy
25,856
+2,628
+11% +$61.2K ﹤0.01% 1316
2025
Q2 		$537K Buy
23,228
+2,938
+14% +$67K ﹤0.01% 1253
2025
Q1 		$467K Buy
20,290
+10,508
+107% +$240K ﹤0.01% 1160
2024
Q4 		$222K Buy
9,782
+625
+7% +$14.5K ﹤0.01% 1308
2024
Q3 		$218K Buy
9,157
+6,957
+316% +$162K ﹤0.01% 1101
2024
Q2 		$50K Buy
2,200
+1,908
+653% +$43.2K ﹤0.01% 1252
2024
Q1 		$6.71K Hold
292
– – ﹤0.01% 1130
2023
Q4 		$6.79K Buy
+292
New +$6.45K ﹤0.01% 725

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Jones Financial Companies's SUSC Position: Q2 2026 in Review

Jones Financial Companies increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 32% in Q2 2026, buying an estimated $274K and bringing the position to 48,543 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Jones Financial Companies first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Jones Financial Companies held 48,543 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.13M as of Q2 2026.
  • Jones Financial Companies bought 11,837 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $274K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1833 holding.
  • Jones Financial Companies first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.