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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
Q2 		$362K Hold
15,634
– – 0.04% 224
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 $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

Occidental Asset Management's SUSC Position: Q2 2026 in Review

Occidental Asset Management held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 15,634 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #224.

Occidental Asset Management first reported a position in SUSC in Q3 2023 and has held it in 12 quarters since. The position peaked at $367K in Q3 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Occidental Asset Management held 15,634 shares of iShares ESG Aware USD Corporate Bond ETF worth $362K as of Q2 2026.
  • Occidental Asset Management left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.04% of Occidental Asset Management's portfolio in Q2 2026, its #224 holding.
  • Occidental Asset Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Occidental Asset Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $367K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.