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

Kestra Private Wealth 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 		$1.27M Buy
54,704
+6,091
+13% +$141K 0.01% 782
2026
Q1 		$1.12M Buy
48,613
+7,715
+19% +$180K 0.01% 779
2025
Q4 		$956K Buy
40,898
+6,636
+19% +$156K 0.01% 826
2025
Q3 		$807K Buy
34,262
+17,437
+104% +$406K 0.01% 872
2025
Q2 		$391K Buy
16,825
+118
+0.7% +$2.69K 0.01% 1149
2025
Q1 		$385K Sell
16,707
-501
-3% -$11.5K 0.01% 1086
2024
Q4 		$391K Sell
17,208
-2,261
-12% -$52.4K 0.01% 1036
2024
Q3 		$463K Buy
19,469
+3,458
+22% +$80.8K 0.01% 910
2024
Q2 		$364K Sell
16,011
-835
-5% -$18.9K 0.01% 968
2024
Q1 		$387K Buy
16,846
+65
+0.4% +$1.49K 0.01% 907
2023
Q4 		$390K Buy
16,781
+1,242
+8% +$27.5K 0.01% 834
2023
Q3 		$338K Buy
15,539
+529
+4% +$11.8K 0.01% 815
2023
Q2 		$341K Sell
15,010
-657
-4% -$15K 0.01% 776
2023
Q1 		$361K Buy
+15,667
New +$358K 0.01% 715
2022
Q4 		– Sell
-15,268
Closed -$333K – 981
2022
Q3 		$333K Buy
15,268
+69
+0.5% +$1.6K 0.02% 616
2022
Q2 		$352K Sell
15,199
-225,540
-94% -$5.35M 0.02% 614
2022
Q1 		$6.05M Buy
240,739
+5,934
+3% +$154K 0.3% 80
2021
Q4 		$6.41M Buy
234,805
+1,381
+0.6% +$37.9K 0.31% 80
2021
Q3 		$6.42M Buy
233,424
+7,402
+3% +$206K 0.36% 58
2021
Q2 		$6.26M Buy
226,022
+44,959
+25% +$1.23M 0.38% 54
2021
Q1 		$4.88M Buy
+181,063
New +$4.98M 0.34% 69

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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

Kestra Private Wealth Services's SUSC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 13% in Q2 2026, buying an estimated $141K and bringing the position to 54,704 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #782.

Kestra Private Wealth Services first reported a position in SUSC in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.42M in Q3 2021. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Kestra Private Wealth Services held 54,704 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.27M as of Q2 2026.
  • Kestra Private Wealth Services bought 6,091 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $141K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #782 holding.
  • Kestra Private Wealth Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $6.42M in Q3 2021.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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