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

MBE 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 Q3	$363K	Sell	16,521 -2,688	-14%	-$60.8K	0.13%	112
2026 Q2	$445K	Sell	19,209 -3,718	-16%	-$86K	0.16%	90
2026 Q1	$530K	Buy	22,927 +3,641	+19%	+$85.1K	0.22%	63
2025 Q4	$451K	Buy	19,286 +1,226	+7%	+$28.8K	0.19%	70
2025 Q3	$425K	Sell	18,060 -4,775	-21%	-$111K	0.18%	71
2025 Q2	$530K	Buy	22,835 +42	+0.2%	+$958	0.23%	55
2025 Q1	$526K	Buy	+22,793	New	+$521K	0.25%	53
2020 Q2	–	Sell	-1,405	Closed	-$36K	–	450
2020 Q1	$36K	Buy	+1,405	New	+$37.1K	0.03%	157

Other funds holding SUSC

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

MBE Wealth Management's SUSC Position: Q3 2026 in Review

MBE Wealth Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 14% in Q3 2026, selling an estimated $60.8K and leaving 16,521 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #112.

MBE Wealth Management first reported a position in SUSC in Q1 2020 and has held it in 8 quarters since. The position peaked at $530K in Q1 2026. 197 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

MBE Wealth Management held 16,521 shares of iShares ESG Aware USD Corporate Bond ETF worth $363K as of Q3 2026.
MBE Wealth Management sold 2,688 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $60.8K.
iShares ESG Aware USD Corporate Bond ETF made up 0.13% of MBE Wealth Management's portfolio in Q3 2026, its #112 holding.
MBE Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2020 and has held it in 8 quarters since.
MBE Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $530K in Q1 2026.
197 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.