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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
Q1 		$340K Sell
14,695
-274
-2% -$6.41K 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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Larson Financial Group's SUSC Position: Q1 2026 in Review

Larson Financial Group reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.8% in Q1 2026, selling an estimated $6.41K and leaving 14,695 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #584.

Larson Financial Group first reported a position in SUSC in Q4 2020 and has held it in 22 quarters since. The position peaked at $570K in Q2 2024. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Larson Financial Group held 14,695 shares of iShares ESG Aware USD Corporate Bond ETF worth $340K as of Q1 2026.
  • Larson Financial Group sold 274 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $6.41K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #584 holding.
  • Larson Financial Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Larson Financial Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $570K in Q2 2024.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.