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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
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 $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

P.J. Schmidt Investment Management (PJS)'s SUSC Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.8% in Q1 2026, buying an estimated $25.6K and bringing the position to 62,030 shares worth $1.44M. The position accounts for 0.24% of the portfolio, ranked #64.

P.J. Schmidt Investment Management (PJS) first reported a position in SUSC in Q4 2022 and has held it in 14 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • P.J. Schmidt Investment Management (PJS) held 62,030 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.44M as of Q1 2026.
  • P.J. Schmidt Investment Management (PJS) bought 1,095 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $25.6K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.24% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #64 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 14 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.