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

Life Line 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 Q1	–	Sell	-9,075	Closed	-$212K	–	37
2025 Q4	$212K	Sell	9,075 -784	-8%	-$18.4K	0.06%	37
2025 Q3	$232K	Sell	9,859 -929	-9%	-$21.6K	0.07%	35
2025 Q2	$251K	Sell	10,788 -803	-7%	-$18.3K	0.08%	33
2025 Q1	$267K	Sell	11,591 -909	-7%	-$20.8K	0.1%	28
2024 Q4	$284K	Sell	12,500 -79	-0.6%	-$1.83K	0.1%	22
2024 Q3	$299K	Sell	12,579 -476	-4%	-$11.1K	0.11%	21
2024 Q2	$297K	Sell	13,055 -808	-6%	-$18.3K	0.11%	18
2024 Q1	$319K	Sell	13,863 -1,302	-9%	-$29.9K	0.12%	24
2023 Q4	$353K	Buy	+15,165	New	+$335K	0.14%	21

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

Life Line Wealth Management's SUSC Position: Q1 2026 in Review

Life Line Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2026, closing a stake of 9,075 shares — an estimated $212K sold.

Life Line Wealth Management first reported a position in SUSC in Q4 2023 and held it in 9 quarters. The position peaked at $353K in Q4 2023. 300 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Life Line Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Life Line Wealth Management sold 9,075 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $212K.
Life Line Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and held it in 9 quarters.
Life Line Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $353K in Q4 2023.
300 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.