NorthRock Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

NorthRock Partners’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 Q1	–	Sell	-9,226	Closed	-$216K	–	719
2025 Q4	$216K	Buy	+9,226	New	+$217K	﹤0.01%	557
2025 Q2	–	Sell	-2,165	Closed	-$49.9K	–	910
2025 Q1	$49.9K	Sell	2,165 -2,328	-52%	-$53.3K	﹤0.01%	682
2024 Q4	$102K	Sell	4,493 -6,578	-59%	-$152K	﹤0.01%	613
2024 Q3	$263K	Buy	11,071 +1,392	+14%	+$32.5K	0.01%	539
2024 Q2	$220K	Sell	9,679 -22,770	-70%	-$515K	0.01%	551
2024 Q1	$746K	Sell	32,449 -11,557	-26%	-$265K	0.03%	256
2023 Q4	$1.02M	Buy	+44,006	New	+$973K	0.04%	192

Other funds holding SUSC

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NorthRock Partners's SUSC Position: Q1 2026 in Review

NorthRock Partners sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2026, closing a stake of 9,226 shares — an estimated $216K sold.

NorthRock Partners first reported a position in SUSC in Q4 2023 and held it in 7 quarters. The position peaked at $1.02M in Q4 2023. 299 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

NorthRock Partners reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
NorthRock Partners sold 9,226 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $216K.
NorthRock Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and held it in 7 quarters.
NorthRock Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.02M in Q4 2023.
299 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.