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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pine Grove Financial Group's SUSC Position: Q2 2026 in Review

Pine Grove Financial Group reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 21% in Q2 2026, selling an estimated $216K and leaving 34,914 shares worth $808K. The position accounts for 0.08% of the portfolio, ranked #106.

Pine Grove Financial Group first reported a position in SUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Pine Grove Financial Group held 34,914 shares of iShares ESG Aware USD Corporate Bond ETF worth $808K as of Q2 2026.
Pine Grove Financial Group sold 9,345 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $216K.
iShares ESG Aware USD Corporate Bond ETF made up 0.08% of Pine Grove Financial Group's portfolio in Q2 2026, its #106 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 3 quarters since.
Pine Grove Financial Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.02M in Q1 2026.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.