Lifelong Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Lifelong Wealth Advisors’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	$687K	Sell	29,664 -8,052	-21%	-$186K	0.16%	46
2026 Q1	$873K	Buy	37,716 +178	+0.5%	+$4.16K	0.23%	40
2025 Q4	$878K	Buy	37,538 +14,862	+66%	+$350K	0.23%	39
2025 Q3	$534K	Buy	22,676 +66	+0.3%	+$1.54K	0.16%	46
2025 Q2	$525K	Buy	22,610 +3,438	+18%	+$78.4K	0.17%	43
2025 Q1	$442K	Buy	19,172 +770	+4%	+$17.6K	0.21%	41
2024 Q4	$418K	Buy	+18,402	New	+$426K	0.19%	39

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

Lifelong Wealth Advisors's SUSC Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 21% in Q2 2026, selling an estimated $186K and leaving 29,664 shares worth $687K. The position accounts for 0.16% of the portfolio, ranked #46.

Lifelong Wealth Advisors first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $878K in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Lifelong Wealth Advisors held 29,664 shares of iShares ESG Aware USD Corporate Bond ETF worth $687K as of Q2 2026.
Lifelong Wealth Advisors sold 8,052 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $186K.
iShares ESG Aware USD Corporate Bond ETF made up 0.16% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Lifelong Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $878K in Q4 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.