Key Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Key Capital 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 Q3	$3.53K	Buy	161 +6	+4%	+$136	﹤0.01%	515
2026 Q2	$3.59K	Sell	155 -67	-30%	-$1.55K	﹤0.01%	483
2026 Q1	$5.14K	Buy	222 +7	+3%	+$164	﹤0.01%	378
2025 Q4	$5.03K	Buy	+215	New	+$5.06K	0.01%	317

Other funds holding SUSC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

Key Capital Management's SUSC Position: Q3 2026 in Review

Key Capital Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 3.9% in Q3 2026, buying an estimated $136 and bringing the position to 161 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Key Capital Management first reported a position in SUSC in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.14K in Q1 2026. 168 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

Key Capital Management held 161 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.53K as of Q3 2026.
Key Capital Management bought 6 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $136.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #515 holding.
Key Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $5.14K in Q1 2026.
168 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.