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Private Advisor Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Private Advisor 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 		$369K Buy
+15,939
New +$369K ﹤0.01% 1990
2025
Q3 		– Sell
-9,454
Closed -$220K – 2686
2025
Q2 		$220K Buy
+9,454
New +$216K ﹤0.01% 2172
2024
Q4 		– Sell
-10,731
Closed -$255K – 2491
2024
Q3 		$255K Sell
10,731
-1,425
-12% -$33.3K ﹤0.01% 2057
2024
Q2 		$276K Sell
12,156
-575
-5% -$13K ﹤0.01% 1952
2024
Q1 		$293K Sell
12,731
-506
-4% -$11.6K ﹤0.01% 1852
2023
Q4 		$308K Buy
+13,237
New +$293K ﹤0.01% 1763
2022
Q1 		– Sell
-46,219
Closed -$1.26M – 2275
2021
Q4 		$1.26M Buy
+46,219
New +$1.27M 0.01% 1005
2021
Q2 		– Sell
-16,680
Closed -$449K – 2037
2021
Q1 		$449K Sell
16,680
-7,050
-30% -$194K ﹤0.01% 1360
2020
Q4 		$673K Buy
23,730
+8,721
+58% +$244K 0.01% 1075
2020
Q3 		$416K Buy
15,009
+11,671
+350% +$327K 0.01% 1127
2020
Q2 		$92K Buy
+3,338
New +$89.5K ﹤0.01% 1753

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Advisor Group's SUSC Position: Q2 2026 in Review

Private Advisor Group opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 15,939 shares worth $369K. The stake represents ﹤0.01% of the portfolio and ranks #1990 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in SUSC as recently as Q2 2025.

Private Advisor Group first reported a position in SUSC in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2021. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Private Advisor Group held 15,939 shares of iShares ESG Aware USD Corporate Bond ETF worth $369K as of Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF was a new Private Advisor Group position in Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1990 holding.
  • Private Advisor Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 11 quarters since.
  • Private Advisor Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.26M in Q4 2021.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.