Larson Financial Group
SUSC icon

Larson Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Larson Financial Group’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 		$153K Sell
6,970
-3,066
-31% -$69.4K ﹤0.01% 1054
2026
Q2 		$232K Sell
10,036
-4,659
-32% -$108K 0.01% 790
2026
Q1 		$340K Sell
14,695
-274
-2% -$6.4K 0.01% 584
2025
Q4 		$350K Sell
14,969
-713
-5% -$16.8K 0.01% 566
2025
Q3 		$369K Buy
15,682
+402
+3% +$9.36K 0.01% 548
2025
Q2 		$355K Buy
15,280
+167
+1% +$3.81K 0.01% 525
2025
Q1 		$349K Sell
15,113
-9,511
-39% -$218K 0.02% 484
2024
Q4 		$559K Buy
24,624
+1,134
+5% +$26.3K 0.03% 328
2024
Q3 		$559K Sell
23,490
-1,612
-6% -$37.6K 0.03% 316
2024
Q2 		$570K Buy
25,102
+1,804
+8% +$40.8K 0.04% 253
2024
Q1 		$536K Sell
23,298
-56
-0.2% -$1.28K 0.04% 234
2023
Q4 		$543K Sell
23,354
-198
-0.8% -$4.38K 0.05% 207
2023
Q3 		$512K Buy
23,552
+1,200
+5% +$26.8K 0.05% 193
2023
Q2 		$508K Buy
22,352
+705
+3% +$16.1K 0.05% 195
2023
Q1 		$498K Sell
21,647
-395
-2% -$9.01K 0.05% 199
2022
Q4 		$491K Buy
22,042
+2,024
+10% +$44.8K 0.06% 193
2022
Q3 		$436K Buy
20,018
+4,324
+28% +$100K 0.06% 178
2022
Q2 		$363K Buy
15,694
+1,903
+14% +$45.1K 0.06% 127
2022
Q1 		$347K Buy
13,791
+1,130
+9% +$29.2K 0.06% 140
2021
Q4 		$346K Buy
12,661
+478
+4% +$13.1K 0.05% 149
2021
Q3 		$335K Buy
12,183
+1,050
+9% +$29.3K 0.07% 105
2021
Q2 		$309K Buy
11,133
+942
+9% +$25.7K 0.07% 95
2021
Q1 		$275K Buy
10,191
+10,124
+15,110% +$278K 0.08% 90
2020
Q4 		$2K Buy
+67
New +$1.88K ﹤0.01% 656

Other funds holding SUSC

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Larson Financial Group's SUSC Position: Q3 2026 in Review

Larson Financial Group reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 31% in Q3 2026, selling an estimated $69.4K and leaving 6,970 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Larson Financial Group first reported a position in SUSC in Q4 2020 and has held it in 24 quarters since. The position peaked at $570K in Q2 2024. 197 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Larson Financial Group held 6,970 shares of iShares ESG Aware USD Corporate Bond ETF worth $153K as of Q3 2026.
  • Larson Financial Group sold 3,066 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $69.4K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1054 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 24 quarters since.
  • Larson Financial Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $570K in Q2 2024.
  • 197 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.