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 Q2	–	Sell	-9,022	Closed	-$209K	–	556
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 Chicago, Illinois $424B AUM 22.9% 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 19.28% 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 Investment Management's SUSC Position: Q2 2026 in Review

Kestra Investment Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026, closing a stake of 9,022 shares — an estimated $209K sold.

Kestra Investment Management first reported a position in SUSC in Q4 2024 and held it in 4 quarters. The position peaked at $209K in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Kestra Investment Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Kestra Investment Management sold 9,022 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $209K.
Kestra Investment Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
Kestra Investment Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $209K in Q1 2026.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.