Legacy Financial Group (Iowa)
SUSC icon

Legacy Financial Group (Iowa)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Legacy Financial Group (Iowa)’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 		$227K Buy
+9,808
New +$227K 0.03% 125
2023
Q4 		– Sell
-1,915
Closed -$41.7K – 455
2023
Q3 		$41.7K Buy
+1,915
New +$42.7K 0.01% 195

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Legacy Financial Group (Iowa)'s SUSC Position: Q2 2026 in Review

Legacy Financial Group (Iowa) opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 9,808 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #125 among its holdings. This is a return to the name: Legacy Financial Group (Iowa) previously reported a position in SUSC as recently as Q3 2023.

Legacy Financial Group (Iowa) first reported a position in SUSC in Q3 2023 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Legacy Financial Group (Iowa) held 9,808 shares of iShares ESG Aware USD Corporate Bond ETF worth $227K as of Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF was a new Legacy Financial Group (Iowa) position in Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #125 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2023 and has held it in 2 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.