Kingsview Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Kingsview Wealth 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	$273K	Buy	11,800 +1,964	+20%	+$45.4K	﹤0.01%	1230
2026 Q1	$228K	Sell	9,836 -92	-0.9%	-$2.15K	﹤0.01%	1201
2025 Q4	$232K	Buy	9,928 +1,126	+13%	+$26.5K	﹤0.01%	1114
2025 Q3	$207K	Sell	8,802 -98	-1%	-$2.28K	﹤0.01%	1131
2025 Q2	$207K	Sell	8,900 -43	-0.5%	-$981	﹤0.01%	1100
2025 Q1	$206K	Hold	8,943	–	–	﹤0.01%	1032
2024 Q4	$203K	Sell	8,943 -399	-4%	-$9.24K	﹤0.01%	1053
2024 Q3	$222K	Sell	9,342 -354	-4%	-$8.27K	﹤0.01%	996
2024 Q2	$220K	Buy	+9,696	New	+$219K	0.01%	953

Other funds holding SUSC

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

Kingsview Wealth Management's SUSC Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 20% in Q2 2026, buying an estimated $45.4K and bringing the position to 11,800 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Kingsview Wealth Management first reported a position in SUSC in Q2 2024 and has held it in 9 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Kingsview Wealth Management held 11,800 shares of iShares ESG Aware USD Corporate Bond ETF worth $273K as of Q2 2026.
Kingsview Wealth Management bought 1,964 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $45.4K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1230 holding.
Kingsview Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.