Pine Valley Investments’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Pine Valley Investments’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	$280K	Buy	12,108 +62	+0.5%	+$1.43K	0.01%	508
2026 Q1	$279K	Buy	12,046 +55	+0.5%	+$1.29K	0.01%	477
2025 Q4	$280K	Buy	11,991 +102	+0.9%	+$2.4K	0.01%	458
2025 Q3	$280K	Sell	11,889 -185	-2%	-$4.31K	0.01%	452
2025 Q2	$280K	Buy	12,074 +1,409	+13%	+$32.1K	0.02%	441
2025 Q1	$246K	Buy	10,665 +529	+5%	+$12.1K	0.01%	457
2024 Q4	$230K	Buy	+10,136	New	+$235K	0.01%	465

Other funds holding SUSC

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pine Valley Investments's SUSC Position: Q2 2026 in Review

Pine Valley Investments increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.51% in Q2 2026, buying an estimated $1.43K and bringing the position to 12,108 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #508.

Pine Valley Investments first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $280K in Q2 2025. 175 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Pine Valley Investments held 12,108 shares of iShares ESG Aware USD Corporate Bond ETF worth $280K as of Q2 2026.
Pine Valley Investments bought 62 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $1.43K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #508 holding.
Pine Valley Investments first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Pine Valley Investments's iShares ESG Aware USD Corporate Bond ETF position peaked at $280K in Q2 2025.
175 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.