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

Parallel 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
2025 Q1	–	Sell	-247	Closed	-$5.61K	–	3659
2024 Q4	$5.61K	Buy	+247	New	+$5.72K	﹤0.01%	2596
2023 Q1	–	Sell	-3,734	Closed	-$83.3K	–	3504
2022 Q4	$83.3K	Buy	3,734 +3,539	+1,815%	+$78.3K	﹤0.01%	1061
2022 Q3	$4K	Buy	+195	New	+$4.52K	﹤0.01%	2417
2020 Q4	–	Sell	-2,667	Closed	-$74K	–	2714
2020 Q3	$74K	Sell	2,667 -1,734	-39%	-$48.5K	﹤0.01%	901
2020 Q2	$121K	Buy	+4,401	New	+$118K	0.01%	696

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Parallel Advisors's SUSC Position: Q1 2025 in Review

Parallel Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2025, closing a stake of 247 shares — an estimated $5.61K sold.

Parallel Advisors first reported a position in SUSC in Q2 2020 and held it in 5 quarters. The position peaked at $121K in Q2 2020. 263 funds tracked by Wall St. Rank hold SUSC as of Q1 2025.

Parallel Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Parallel Advisors sold 247 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2025, an estimated $5.61K.
Parallel Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and held it in 5 quarters.
Parallel Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $121K in Q2 2020.
263 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2025.

Based on Parallel Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.