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Mather Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Mather 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
Q2 		$30.8K Buy
1,331
+217
+19% +$5.02K ﹤0.01% 1233
2026
Q1 		$25.8K Buy
+1,114
New +$26K ﹤0.01% 1223
2025
Q4 		– Sell
-959
Closed -$22.6K – 1535
2025
Q3 		$22.6K Buy
+959
New +$22.3K ﹤0.01% 1092
2025
Q2 		– Sell
-541
Closed -$12.5K – 1597
2025
Q1 		$12.5K Sell
541
-9
-2% -$206 ﹤0.01% 1197
2024
Q4 		$12.5K Buy
550
+123
+29% +$2.85K ﹤0.01% 1191
2024
Q3 		$10.2K Buy
427
+275
+181% +$6.42K ﹤0.01% 1177
2024
Q2 		$3.49K Buy
152
+33
+28% +$747 ﹤0.01% 1725
2024
Q1 		$2.77K Buy
+119
New +$2.73K ﹤0.01% 1480

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mather Group's SUSC Position: Q2 2026 in Review

Mather Group increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 19% in Q2 2026, buying an estimated $5.02K and bringing the position to 1,331 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Mather Group first reported a position in SUSC in Q1 2024 and has held it in 8 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Mather Group held 1,331 shares of iShares ESG Aware USD Corporate Bond ETF worth $30.8K as of Q2 2026.
  • Mather Group bought 217 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $5.02K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1233 holding.
  • Mather Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.