OneDigital Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

OneDigital Investment Advisors’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	$4.43M	Sell	191,247 -48,023	-20%	-$1.11M	0.04%	327
2026 Q1	$5.54M	Buy	239,270 +50,321	+27%	+$1.18M	0.05%	265
2025 Q4	$4.42M	Buy	188,949 +2,372	+1%	+$55.8K	0.04%	289
2025 Q3	$4.4M	Buy	186,577 +23,139	+14%	+$539K	0.05%	267
2025 Q2	$3.8M	Buy	163,438 +15,973	+11%	+$364K	0.04%	284
2025 Q1	$3.4M	Sell	147,465 -19,141	-11%	-$438K	0.04%	295
2024 Q4	$3.79M	Buy	166,606 +3,727	+2%	+$86.3K	0.04%	288
2024 Q3	$3.87M	Buy	162,879 +1,781	+1%	+$41.6K	0.04%	293
2024 Q2	$3.66M	Buy	161,098 +101,970	+172%	+$2.31M	0.05%	288
2024 Q1	$1.36M	Buy	59,128 +11,496	+24%	+$264K	0.02%	420
2023 Q4	$1.11M	Buy	47,632 +4,245	+10%	+$93.8K	0.02%	441
2023 Q3	$944K	Buy	43,387 +16,444	+61%	+$367K	0.02%	439
2023 Q2	$613K	Buy	26,943 +5,048	+23%	+$115K	0.01%	564
2023 Q1	$504K	Buy	+21,895	New	+$500K	0.01%	619

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

OneDigital Investment Advisors's SUSC Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 20% in Q2 2026, selling an estimated $1.11M and leaving 191,247 shares worth $4.43M. The position accounts for 0.04% of the portfolio, ranked #327.

OneDigital Investment Advisors first reported a position in SUSC in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.54M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

OneDigital Investment Advisors held 191,247 shares of iShares ESG Aware USD Corporate Bond ETF worth $4.43M as of Q2 2026.
OneDigital Investment Advisors sold 48,023 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $1.11M.
iShares ESG Aware USD Corporate Bond ETF made up 0.04% of OneDigital Investment Advisors's portfolio in Q2 2026, its #327 holding.
OneDigital Investment Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
OneDigital Investment Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $5.54M in Q1 2026.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.