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Peak Financial Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Peak Financial Management’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 		$499K Buy
21,545
+1,785
+9% +$41.7K 0.13% 56
2025
Q4 		$462K Sell
19,760
-207
-1% -$4.87K 0.12% 57
2025
Q3 		$470K Buy
19,967
+432
+2% +$10.1K 0.12% 56
2025
Q2 		$454K Buy
19,535
+1,212
+7% +$27.6K 0.13% 59
2025
Q1 		$423K Buy
18,323
+460
+3% +$10.5K 0.13% 60
2024
Q4 		$406K Buy
17,863
+40
+0.2% +$926 0.12% 66
2024
Q3 		$424K Sell
17,823
-560
-3% -$13.1K 0.12% 65
2024
Q2 		$418K Buy
18,383
+285
+2% +$6.45K 0.13% 60
2024
Q1 		$416K Buy
18,098
+2,940
+19% +$67.4K 0.13% 59
2023
Q4 		$353K Buy
15,158
+405
+3% +$8.95K 0.12% 60
2023
Q3 		$321K Sell
14,753
-262
-2% -$5.84K 0.12% 57
2023
Q2 		$341K Buy
15,015
+2,246
+18% +$51.2K 0.12% 61
2023
Q1 		$294K Sell
12,769
-25
-0.2% -$570 0.11% 57
2022
Q4 		$285K Sell
12,794
-2,372
-16% -$52.5K 0.11% 60
2022
Q3 		$330K Buy
15,166
+2,121
+16% +$49.1K 0.14% 53
2022
Q2 		$302K Buy
13,045
+15
+0.1% +$356 0.12% 54
2022
Q1 		$327K Buy
13,030
+3,955
+44% +$102K 0.11% 59
2021
Q4 		$248K Buy
9,075
+1,191
+15% +$32.7K 0.08% 68
2021
Q3 		$217K Buy
+7,884
New +$220K 0.07% 68

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

Peak Financial Management's SUSC Position: Q1 2026 in Review

Peak Financial Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 9% in Q1 2026, buying an estimated $41.7K and bringing the position to 21,545 shares worth $499K. The position accounts for 0.13% of the portfolio, ranked #56.

Peak Financial Management first reported a position in SUSC in Q3 2021 and has held it in 19 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Peak Financial Management held 21,545 shares of iShares ESG Aware USD Corporate Bond ETF worth $499K as of Q1 2026.
  • Peak Financial Management bought 1,785 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $41.7K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.13% of Peak Financial Management's portfolio in Q1 2026, its #56 holding.
  • Peak Financial Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.