North Star Investment Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

North Star Investment 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 Q2	$23.7K	Buy	1,024 +11	+1%	+$254	﹤0.01%	891
2026 Q1	$23.4K	Buy	1,013 +8	+0.8%	+$187	﹤0.01%	873
2025 Q4	$23.5K	Buy	1,005 +14	+1%	+$329	﹤0.01%	819
2025 Q3	$23.3K	Buy	991 +11	+1%	+$256	﹤0.01%	798
2025 Q2	$22.8K	Buy	980 +706	+258%	+$16.1K	﹤0.01%	772
2025 Q1	$6.32K	Buy	274 +2	+0.7%	+$46	﹤0.01%	940
2024 Q4	$6.18K	Sell	272 -744	-73%	-$17.2K	﹤0.01%	969
2024 Q3	$24.2K	Buy	1,016 +11	+1%	+$257	﹤0.01%	704
2024 Q2	$22.8K	Buy	1,005 +11	+1%	+$249	﹤0.01%	697
2024 Q1	$22.9K	Buy	994 +7	+0.7%	+$161	﹤0.01%	719
2023 Q4	$23K	Buy	987 +13	+1%	+$287	﹤0.01%	696
2023 Q3	$21.2K	Buy	974 +10	+1%	+$223	﹤0.01%	720
2023 Q2	$21.9K	Buy	964 +525	+120%	+$12K	﹤0.01%	729
2023 Q1	$10.1K	Buy	439 +2	+0.5%	+$46	﹤0.01%	869
2022 Q4	$9.74K	Buy	437 +5	+1%	+$111	﹤0.01%	861
2022 Q3	$9K	Buy	+432	New	+$10K	﹤0.01%	828

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

North Star Investment Management's SUSC Position: Q2 2026 in Review

North Star Investment Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.1% in Q2 2026, buying an estimated $254 and bringing the position to 1,024 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

North Star Investment Management first reported a position in SUSC in Q3 2022 and has held it in 16 quarters since. The position peaked at $24.2K in Q3 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

North Star Investment Management held 1,024 shares of iShares ESG Aware USD Corporate Bond ETF worth $23.7K as of Q2 2026.
North Star Investment Management bought 11 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $254.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #891 holding.
North Star Investment Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
North Star Investment Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $24.2K in Q3 2024.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.