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
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

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UBS Group
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return