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Occidental Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Occidental Asset 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
Q1 		$362K Buy
15,634
+40
+0.3% +$935 0.04% 198
2025
Q4 		$365K Buy
15,594
+19
+0.1% +$447 0.04% 186
2025
Q3 		$367K Buy
15,575
+475
+3% +$11.1K 0.05% 185
2025
Q2 		$351K Buy
15,100
+25
+0.2% +$570 0.05% 180
2025
Q1 		$348K Sell
15,075
-261
-2% -$5.97K 0.05% 171
2024
Q4 		$348K Buy
15,336
+3,927
+34% +$91K 0.05% 154
2024
Q3 		$271K Buy
11,409
+12
+0.1% +$280 0.04% 179
2024
Q2 		$259K Buy
11,397
+671
+6% +$15.2K 0.05% 170
2024
Q1 		$247K Buy
10,726
+881
+9% +$20.2K 0.05% 170
2023
Q4 		$229K Buy
9,845
+530
+6% +$11.7K 0.05% 190
2023
Q3 		$203K Buy
+9,315
New +$208K 0.05% 191

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return