Oregon Pacific Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Oregon Pacific Wealth 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	$468K	Sell	20,209 -8,406	-29%	-$194K	0.44%	52
2026 Q1	$662K	Sell	28,615 -2,833	-9%	-$66.2K	0.69%	39
2025 Q4	$735K	Buy	31,448 +1,459	+5%	+$34.3K	0.76%	28
2025 Q3	$707K	Buy	29,989 +228	+0.8%	+$5.31K	0.61%	39
2025 Q2	$691K	Sell	29,761 -591	-2%	-$13.5K	0.65%	39
2025 Q1	$700K	Sell	30,352 -370	-1%	-$8.46K	0.7%	43
2024 Q4	$698K	Buy	+30,722	New	+$712K	0.68%	41

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

Oregon Pacific Wealth Management's SUSC Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 29% in Q2 2026, selling an estimated $194K and leaving 20,209 shares worth $468K. The position accounts for 0.44% of the portfolio, ranked #52.

Oregon Pacific Wealth Management first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $735K in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Oregon Pacific Wealth Management held 20,209 shares of iShares ESG Aware USD Corporate Bond ETF worth $468K as of Q2 2026.
Oregon Pacific Wealth Management sold 8,406 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $194K.
iShares ESG Aware USD Corporate Bond ETF made up 0.44% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #52 holding.
Oregon Pacific Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Oregon Pacific Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $735K in Q4 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.