Pine Grove Financial Group
SUSC icon

Pine Grove Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Pine Grove Financial Group’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
Q3 		$802K Buy
36,560
+1,646
+5% +$37.2K 0.08% 110
2026
Q2 		$808K Sell
34,914
-9,345
-21% -$216K 0.08% 106
2026
Q1 		$1.02M Buy
44,259
+1,316
+3% +$30.8K 0.12% 82
2025
Q4 		$1M Buy
+42,943
New +$1.01M 0.12% 80

Other funds holding SUSC

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Pine Grove Financial Group's SUSC Position: Q3 2026 in Review

Pine Grove Financial Group increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4.7% in Q3 2026, buying an estimated $37.2K and bringing the position to 36,560 shares worth $802K. The position accounts for 0.08% of the portfolio, ranked #110.

Pine Grove Financial Group first reported a position in SUSC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q1 2026. 197 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Pine Grove Financial Group held 36,560 shares of iShares ESG Aware USD Corporate Bond ETF worth $802K as of Q3 2026.
  • Pine Grove Financial Group bought 1,646 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $37.2K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.08% of Pine Grove Financial Group's portfolio in Q3 2026, its #110 holding.
  • Pine Grove Financial Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.02M in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.