Principal Securities’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-6,794	Closed	-$160K	–	3261
2025 Q3	$160K	Hold	6,794	–	–	﹤0.01%	1388
2025 Q2	$158K	Sell	6,794 -500	-7%	-$11.4K	﹤0.01%	1334
2025 Q1	$166K	Hold	7,294	–	–	﹤0.01%	1207
2024 Q4	$166K	Sell	7,294 -13	-0.2%	-$301	﹤0.01%	1205
2024 Q3	$174K	Sell	7,307 -275	-4%	-$6.42K	﹤0.01%	1159
2024 Q2	$172K	Sell	7,582 -19	-0.2%	-$430	﹤0.01%	1095
2024 Q1	$175K	Hold	7,601	–	–	0.01%	1061
2023 Q4	$177K	Buy	+7,601	New	+$168K	0.01%	973

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Principal Securities's SUSC Position: Q4 2025 in Review

Principal Securities sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2025, closing a stake of 6,794 shares — an estimated $160K sold.

Principal Securities first reported a position in SUSC in Q4 2023 and held it in 8 quarters. The position peaked at $177K in Q4 2023. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

Principal Securities reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 6,794 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $160K.
Principal Securities first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares ESG Aware USD Corporate Bond ETF position peaked at $177K in Q4 2023.
301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.