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Keystone Financial Services (Colorado)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Keystone Financial Services (Colorado)’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 		$555K Sell
23,977
-3,588
-13% -$83K 0.14% 67
2026
Q1 		$638K Sell
27,565
-7
-0% -$164 0.19% 57
2025
Q4 		$645K Buy
27,572
+4,214
+18% +$99.1K 0.19% 61
2025
Q3 		$550K Buy
23,358
+492
+2% +$11.5K 0.17% 66
2025
Q2 		$531K Buy
22,866
+431
+2% +$9.83K 0.18% 63
2025
Q1 		$517K Sell
22,435
-4,731
-17% -$108K 0.2% 59
2024
Q4 		$617K Hold
27,166
– – 0.24% 47
2024
Q3 		$646K Buy
27,166
+110
+0.4% +$2.57K 0.25% 46
2024
Q2 		$615K Buy
27,056
+2,228
+9% +$50.4K 0.25% 46
2024
Q1 		$571K Buy
24,828
+4,959
+25% +$114K 0.25% 48
2023
Q4 		$462K Buy
19,869
+3,327
+20% +$73.5K 0.22% 52
2023
Q3 		$360K Buy
16,542
+272
+2% +$6.07K 0.19% 53
2023
Q2 		$370K Hold
16,270
– – 0.19% 52
2023
Q1 		$374K Sell
16,270
-7,873
-33% -$180K 0.2% 50
2022
Q4 		$562K Buy
+24,143
New +$534K 0.3% 38
2022
Q3 		– Sell
-10,009
Closed -$237K – 85
2022
Q2 		$237K Buy
+10,009
New +$237K 0.13% 71

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

Keystone Financial Services (Colorado)'s SUSC Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 13% in Q2 2026, selling an estimated $83K and leaving 23,977 shares worth $555K. The position accounts for 0.14% of the portfolio, ranked #67.

Keystone Financial Services (Colorado) first reported a position in SUSC in Q2 2022 and has held it in 16 quarters since. The position peaked at $646K in Q3 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Keystone Financial Services (Colorado) held 23,977 shares of iShares ESG Aware USD Corporate Bond ETF worth $555K as of Q2 2026.
  • Keystone Financial Services (Colorado) sold 3,588 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $83K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.14% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #67 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Keystone Financial Services (Colorado)'s iShares ESG Aware USD Corporate Bond ETF position peaked at $646K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.