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MJT & Associates Financial Advisory’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

MJT & Associates Financial Advisory’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 		$13.5K Buy
585
+151
+35% +$3.49K 0.01% 165
2026
Q1 		$10K Hold
434
– – 0.01% 177
2025
Q4 		$10.1K Sell
434
-132
-23% -$3.11K 0.01% 184
2025
Q3 		$13.3K Sell
566
-14
-2% -$326 0.01% 163
2025
Q2 		$13.5K Sell
580
-256
-31% -$5.84K 0.02% 186
2025
Q1 		$19.3K Buy
+836
New +$19.1K 0.02% 148

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

MJT & Associates Financial Advisory's SUSC Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 35% in Q2 2026, buying an estimated $3.49K and bringing the position to 585 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #165.

MJT & Associates Financial Advisory first reported a position in SUSC in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.3K in Q1 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • MJT & Associates Financial Advisory held 585 shares of iShares ESG Aware USD Corporate Bond ETF worth $13.5K as of Q2 2026.
  • MJT & Associates Financial Advisory bought 151 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $3.49K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #165 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's iShares ESG Aware USD Corporate Bond ETF position peaked at $19.3K in Q1 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.