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Perigon Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Perigon Wealth 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 		$5.85M Buy
252,770
+1,854
+0.7% +$43.3K 0.11% 181
2025
Q4 		$5.87M Buy
250,916
+22,437
+10% +$528K 0.11% 176
2025
Q3 		$5.38M Buy
228,479
+14,460
+7% +$337K 0.11% 179
2025
Q2 		$4.97M Buy
214,019
+14,351
+7% +$327K 0.12% 167
2025
Q1 		$4.6M Buy
199,668
+23,465
+13% +$537K 0.12% 170
2024
Q4 		$4M Buy
176,203
+6,207
+4% +$144K 0.1% 197
2024
Q3 		$4.04M Buy
169,996
+51,971
+44% +$1.21M 0.11% 179
2024
Q2 		$2.68M Buy
118,025
+7,762
+7% +$176K 0.08% 218
2024
Q1 		$2.53M Buy
110,263
+25,907
+31% +$594K 0.08% 222
2023
Q4 		$1.96M Sell
84,356
-392
-0.5% -$8.66K 0.06% 227
2023
Q3 		$1.84M Sell
84,748
-22,331
-21% -$498K 0.07% 214
2023
Q2 		$2.43M Sell
107,079
-26,063
-20% -$594K 0.1% 190
2023
Q1 		$3.06M Buy
133,142
+67,389
+102% +$1.54M 0.17% 125
2022
Q4 		$1.47M Sell
65,753
-6,662
-9% -$147K 0.09% 207
2022
Q3 		$1.58M Buy
72,415
+57,407
+383% +$1.33M 0.14% 151
2022
Q2 		$347K Sell
15,008
-29,931
-67% -$709K 0.03% 396
2022
Q1 		$1.13M Buy
+44,939
New +$1.16M 0.08% 213
2021
Q1 		– Sell
-804
Closed -$23K – 966
2020
Q4 		$23K Buy
+804
New +$22.5K ﹤0.01% 1001

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 $20.9B AUM 19.34% 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

Perigon Wealth Management's SUSC Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.74% in Q1 2026, buying an estimated $43.3K and bringing the position to 252,770 shares worth $5.85M. The position accounts for 0.11% of the portfolio, ranked #181.

Perigon Wealth Management first reported a position in SUSC in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.87M in Q4 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Perigon Wealth Management held 252,770 shares of iShares ESG Aware USD Corporate Bond ETF worth $5.85M as of Q1 2026.
  • Perigon Wealth Management bought 1,854 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $43.3K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.11% of Perigon Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Perigon Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $5.87M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.