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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
Q3 		$14.1K Buy
642
+57
+10% +$1.29K 0.01% 158
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

MJT & Associates Financial Advisory's SUSC Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 9.7% in Q3 2026, buying an estimated $1.29K and bringing the position to 642 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #158.

MJT & Associates Financial Advisory first reported a position in SUSC in Q1 2025 and has held it in 7 quarters since. The position peaked at $19.3K in Q1 2025. 11 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • MJT & Associates Financial Advisory held 642 shares of iShares ESG Aware USD Corporate Bond ETF worth $14.1K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 57 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $1.29K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #158 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 7 quarters since.
  • MJT & Associates Financial Advisory's iShares ESG Aware USD Corporate Bond ETF position peaked at $19.3K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.