LPL Financial’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $63.1M | Sell |
2,725,729
-615,760
| -18% | -$14.2M | 0.01% | 892 |
|
|
2026
Q1 | $77.3M | Buy |
3,341,489
+262,745
| +9% | +$6.14M | 0.02% | 714 |
|
|
2025
Q4 | $72M | Buy |
3,078,744
+187,451
| +6% | +$4.41M | 0.02% | 700 |
|
|
2025
Q3 | $68.1M | Buy |
2,891,293
+494,930
| +21% | +$11.5M | 0.02% | 696 |
|
|
2025
Q2 | $55.7M | Buy |
2,396,363
+489,198
| +26% | +$11.2M | 0.02% | 716 |
|
|
2025
Q1 | $44M | Buy |
1,907,165
+168,205
| +10% | +$3.85M | 0.02% | 739 |
|
|
2024
Q4 | $39.5M | Buy |
1,738,960
+564,304
| +48% | +$13.1M | 0.02% | 760 |
|
|
2024
Q3 | $27.9M | Buy |
1,174,656
+67,582
| +6% | +$1.58M | 0.01% | 872 |
|
|
2024
Q2 | $25.2M | Buy |
1,107,074
+179,955
| +19% | +$4.07M | 0.01% | 856 |
|
|
2024
Q1 | $21.3M | Buy |
927,119
+46,437
| +5% | +$1.07M | 0.01% | 920 |
|
|
2023
Q4 | $20.5M | Sell |
880,682
-11,344
| -1% | -$251K | 0.01% | 868 |
|
|
2023
Q3 | $19.4M | Buy |
892,026
+354,760
| +66% | +$7.91M | 0.01% | 815 |
|
|
2023
Q2 | $12.2M | Buy |
537,266
+85,978
| +19% | +$1.96M | 0.01% | 1030 |
|
|
2023
Q1 | $10.4M | Buy |
451,288
+142,146
| +46% | +$3.24M | 0.01% | 1062 |
|
|
2022
Q4 | $6.89M | Buy |
309,142
+43,169
| +16% | +$955K | 0.01% | 1251 |
|
|
2022
Q3 | $5.79M | Buy |
265,973
+38,790
| +17% | +$898K | 0.01% | 1279 |
|
|
2022
Q2 | $5.26M | Buy |
227,183
+12,636
| +6% | +$299K | 0.01% | 1359 |
|
|
2022
Q1 | $5.39M | Buy |
214,547
+17,384
| +9% | +$450K | ﹤0.01% | 1392 |
|
|
2021
Q4 | $5.38M | Buy |
197,163
+23,920
| +14% | +$656K | ﹤0.01% | 1414 |
|
|
2021
Q3 | $4.76M | Buy |
173,243
+16,627
| +11% | +$464K | ﹤0.01% | 1426 |
|
|
2021
Q2 | $4.34M | Sell |
156,616
-163
| -0.1% | -$4.45K | ﹤0.01% | 1447 |
|
|
2021
Q1 | $4.22M | Buy |
156,779
+44,319
| +39% | +$1.22M | ﹤0.01% | 1338 |
|
|
2020
Q4 | $3.19M | Buy |
112,460
+44,397
| +65% | +$1.24M | ﹤0.01% | 1381 |
|
|
2020
Q3 | $1.89M | Sell |
68,063
-1,370
| -2% | -$38.3K | ﹤0.01% | 1499 |
|
|
2020
Q2 | $1.92M | Buy |
69,433
+6,780
| +11% | +$182K | ﹤0.01% | 1368 |
|
|
2020
Q1 | $1.61M | Buy |
62,653
+9,147
| +17% | +$242K | ﹤0.01% | 1324 |
|
|
2019
Q4 | $1.42M | Buy |
53,506
+10,114
| +23% | +$267K | ﹤0.01% | 1607 |
|
|
2019
Q3 | $1.14M | Buy |
43,392
+10,695
| +33% | +$279K | ﹤0.01% | 1628 |
|
|
2019
Q2 | $845K | Buy |
32,697
+9,049
| +38% | +$227K | ﹤0.01% | 1853 |
|
|
2019
Q1 | $591K | Buy |
23,648
+6,071
| +35% | +$148K | ﹤0.01% | 2084 |
|
|
2018
Q4 | $420K | Buy |
17,577
+4,528
| +35% | +$108K | ﹤0.01% | 2185 |
|
|
2018
Q3 | $317K | Sell |
13,049
-439
| -3% | -$10.7K | ﹤0.01% | 2644 |
|
|
2018
Q2 | $326K | Buy |
+13,488
| New | +$328K | ﹤0.01% | 2576 |
|
Other funds holding SUSC
AA
LPL Financial's SUSC Position: Q2 2026 in Review
LPL Financial reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 18% in Q2 2026, selling an estimated $14.2M and leaving 2,725,729 shares worth $63.1M. The position accounts for 0.01% of the portfolio, ranked #892.
LPL Financial first reported a position in SUSC in Q2 2018 and has held it in 33 quarters since. The position peaked at $77.3M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.
- LPL Financial held 2,725,729 shares of iShares ESG Aware USD Corporate Bond ETF worth $63.1M as of Q2 2026.
- LPL Financial sold 615,760 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $14.2M.
- iShares ESG Aware USD Corporate Bond ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #892 holding.
- LPL Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2018 and has held it in 33 quarters since.
- LPL Financial's iShares ESG Aware USD Corporate Bond ETF position peaked at $77.3M in Q1 2026.
- 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.