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P.J. Schmidt Investment Management (PJS)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$1.56M Buy
67,452
+5,422
+9% +$125K 0.24% 66
2026
Q1 		$1.44M Buy
62,030
+1,095
+2% +$25.6K 0.24% 64
2025
Q4 		$1.42M Buy
60,935
+8,554
+16% +$201K 0.23% 65
2025
Q3 		$1.23M Buy
52,381
+1,309
+3% +$30.5K 0.2% 70
2025
Q2 		$1.19M Buy
51,072
+1,234
+2% +$28.1K 0.21% 71
2025
Q1 		$1.15M Sell
49,838
-11,674
-19% -$267K 0.21% 62
2024
Q4 		$1.4M Buy
61,512
+2,688
+5% +$62.3K 0.24% 60
2024
Q3 		$1.4M Buy
58,824
+3,159
+6% +$73.8K 0.24% 59
2024
Q2 		$1.26M Sell
55,665
-1,473
-3% -$33.3K 0.23% 63
2024
Q1 		$1.31M Buy
57,138
+922
+2% +$21.1K 0.25% 61
2023
Q4 		$1.29M Buy
56,216
+14,689
+35% +$325K 0.26% 64
2023
Q3 		$877K Buy
41,527
+2,298
+6% +$51.3K 0.19% 77
2023
Q2 		$890K Buy
39,229
+10,289
+36% +$234K 0.18% 77
2023
Q1 		$664K Buy
28,940
+17,354
+150% +$396K 0.14% 87
2022
Q4 		$258K Buy
+11,586
New +$256K 0.06% 154

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

P.J. Schmidt Investment Management (PJS)'s SUSC Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 8.7% in Q2 2026, buying an estimated $125K and bringing the position to 67,452 shares worth $1.56M. The position accounts for 0.24% of the portfolio, ranked #66.

P.J. Schmidt Investment Management (PJS) first reported a position in SUSC in Q4 2022 and has held it in 15 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 67,452 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.56M as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 5,422 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.24% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #66 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.