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Kestra Investment Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Kestra Investment Management’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 		$209K Buy
9,022
+150
+2% +$3.51K ﹤0.01% 429
2025
Q4 		$207K Buy
8,872
+174
+2% +$4.09K 0.01% 416
2025
Q3 		$205K Buy
+8,698
New +$203K 0.01% 427
2025
Q1 		– Sell
-4,997
Closed -$114K – 1356
2024
Q4 		$114K Buy
+4,997
New +$116K ﹤0.01% 421

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Kestra Investment Management's SUSC Position: Q1 2026 in Review

Kestra Investment Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.7% in Q1 2026, buying an estimated $3.51K and bringing the position to 9,022 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Kestra Investment Management first reported a position in SUSC in Q4 2024 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Kestra Investment Management held 9,022 shares of iShares ESG Aware USD Corporate Bond ETF worth $209K as of Q1 2026.
  • Kestra Investment Management bought 150 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $3.51K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Kestra Investment Management's portfolio in Q1 2026, its #429 holding.
  • Kestra Investment Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.