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

Physician Wealth 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
2026 Q1	$19.1K	Buy	826 +6	+0.7%	+$140	﹤0.01%	630
2025 Q4	$19.2K	Buy	820 +12	+1%	+$282	﹤0.01%	602
2025 Q3	$19K	Buy	808 +9	+1%	+$210	﹤0.01%	586
2025 Q2	$18.6K	Buy	799 +9	+1%	+$205	﹤0.01%	533
2025 Q1	$18.2K	Buy	790 +5	+0.6%	+$114	﹤0.01%	504
2024 Q4	$17.8K	Buy	+785	New	+$18.2K	﹤0.01%	529

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Physician Wealth Advisors's SUSC Position: Q1 2026 in Review

Physician Wealth Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.73% in Q1 2026, buying an estimated $140 and bringing the position to 826 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Physician Wealth Advisors first reported a position in SUSC in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.2K in Q4 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Physician Wealth Advisors held 826 shares of iShares ESG Aware USD Corporate Bond ETF worth $19.1K as of Q1 2026.
Physician Wealth Advisors bought 6 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $140.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #630 holding.
Physician Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $19.2K in Q4 2025.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.