&Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

&Partners’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	$783K	Sell	33,848 -7,414	-18%	-$171K	﹤0.01%	1567
2026 Q1	$954K	Buy	41,262 +2,780	+7%	+$65K	﹤0.01%	1333
2025 Q4	$899K	Sell	38,482 -1,237	-3%	-$29.1K	﹤0.01%	1285
2025 Q3	$936K	Buy	39,719 +24,993	+170%	+$582K	0.01%	1123
2025 Q2	$348K	Buy	14,726 +7,180	+95%	+$164K	﹤0.01%	1546
2025 Q1	$216K	Buy	+7,546	New	+$173K	﹤0.01%	1597

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

&Partners's SUSC Position: Q2 2026 in Review

&Partners reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 18% in Q2 2026, selling an estimated $171K and leaving 33,848 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

&Partners first reported a position in SUSC in Q1 2025 and has held it in 6 quarters since. The position peaked at $954K in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

&Partners held 33,848 shares of iShares ESG Aware USD Corporate Bond ETF worth $783K as of Q2 2026.
&Partners sold 7,414 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $171K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1567 holding.
&Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
&Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $954K in Q1 2026.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.