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Patriot Financial Group Insurance Agency’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Patriot Financial Group Insurance Agency’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 		$255K Sell
11,022
-21,462
-66% -$496K 0.03% 426
2026
Q1 		$752K Buy
32,484
+16,331
+101% +$382K 0.04% 356
2025
Q4 		$378K Buy
16,153
+2,154
+15% +$50.7K 0.04% 342
2025
Q3 		$330K Buy
13,999
+553
+4% +$12.9K 0.04% 363
2025
Q2 		$312K Sell
13,446
-548
-4% -$12.5K 0.04% 396
2025
Q1 		$323K Sell
13,994
-1,619
-10% -$37K 0.04% 372
2024
Q4 		$355K Sell
15,613
-12,043
-44% -$279K 0.05% 341
2024
Q3 		$658K Sell
27,656
-909
-3% -$21.2K 0.09% 246
2024
Q2 		$649K Buy
28,565
+1,475
+5% +$33.4K 0.1% 231
2024
Q1 		$623K Sell
27,090
-1,979
-7% -$45.4K 0.1% 226
2023
Q4 		$676K Buy
29,069
+590
+2% +$13K 0.13% 193
2023
Q3 		$620K Sell
28,479
-257
-0.9% -$5.73K 0.13% 192
2023
Q2 		$653K Buy
28,736
+2,879
+11% +$65.6K 0.12% 195
2023
Q1 		$595K Buy
25,857
+2,324
+10% +$53K 0.12% 195
2022
Q4 		$525K Buy
23,533
+1,350
+6% +$29.9K 0.07% 204
2022
Q3 		$483K Buy
22,183
+2,387
+12% +$55.3K 0.12% 199
2022
Q2 		$458K Buy
19,796
+3,518
+22% +$83.4K 0.09% 216
2022
Q1 		$409K Sell
16,278
-195
-1% -$5.05K 0.07% 264
2021
Q4 		$368K Buy
16,473
+2,788
+20% +$76.5K 0.06% 300
2021
Q3 		$376K Sell
13,685
-4,545
-25% -$127K 0.07% 290
2021
Q2 		$505K Sell
18,230
-11,197
-38% -$305K 0.09% 230
2021
Q1 		$793K Buy
29,427
+1,079
+4% +$29.7K 0.18% 128
2020
Q4 		$803K Buy
28,348
+15,571
+122% +$436K 0.2% 111
2020
Q3 		$354K Buy
12,777
+5,842
+84% +$163K 0.12% 178
2020
Q2 		$192K Buy
6,935
+2,861
+70% +$76.7K 0.07% 239
2020
Q1 		$105K Sell
4,074
-1,596
-28% -$42.1K 0.05% 312
2019
Q4 		$150K Buy
5,670
+4,368
+335% +$115K 0.06% 261
2019
Q3 		$34K Buy
1,302
+1,225
+1,591% +$32K 0.02% 517
2019
Q2 		$2K Buy
+77
New +$1.93K ﹤0.01% 1149

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SUSC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 66% in Q2 2026, selling an estimated $496K and leaving 11,022 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #426.

Patriot Financial Group Insurance Agency first reported a position in SUSC in Q2 2019 and has held it in 29 quarters since. The position peaked at $803K in Q4 2020. 196 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 11,022 shares of iShares ESG Aware USD Corporate Bond ETF worth $255K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 21,462 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $496K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #426 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Patriot Financial Group Insurance Agency's iShares ESG Aware USD Corporate Bond ETF position peaked at $803K in Q4 2020.
  • 196 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.