Kestra Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Kestra Advisory Services’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	$1.44M	Buy	62,220 +13,260	+27%	+$307K	﹤0.01%	1571
2026 Q1	$1.13M	Buy	48,960 +8,261	+20%	+$193K	﹤0.01%	1648
2025 Q4	$952K	Buy	40,699 +18,311	+82%	+$431K	﹤0.01%	1689
2025 Q3	$527K	Buy	+22,388	New	+$521K	﹤0.01%	2025
2024 Q3	–	Sell	-9,273	Closed	-$211K	–	2732
2024 Q2	$211K	Buy	+9,273	New	+$210K	﹤0.01%	2371
2023 Q1	–	Sell	-50,729	Closed	-$1.13M	–	2297
2022 Q4	$1.13M	Buy	50,729 +7,103	+16%	+$157K	0.01%	1003
2022 Q3	$950K	Buy	43,626 +4,638	+12%	+$107K	0.01%	996
2022 Q2	$903K	Buy	38,988 +17,759	+84%	+$421K	0.01%	1023
2022 Q1	$533K	Buy	+21,229	New	+$549K	0.01%	1255
2021 Q1	–	Sell	-8,604	Closed	-$244K	–	2055
2020 Q4	$244K	Buy	+8,604	New	+$241K	﹤0.01%	1588

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kestra Advisory Services's SUSC Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 27% in Q2 2026, buying an estimated $307K and bringing the position to 62,220 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Kestra Advisory Services first reported a position in SUSC in Q4 2020 and has held it in 10 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Kestra Advisory Services held 62,220 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.44M as of Q2 2026.
Kestra Advisory Services bought 13,260 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $307K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1571 holding.
Kestra Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 10 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.