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

Private Wealth Management 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	$1.29M	Buy	55,901 +3,760	+7%	+$87K	0.3%	40
2026 Q1	$1.21M	Buy	52,141 +1,285	+3%	+$30K	0.32%	35
2025 Q4	$1.19M	Buy	50,856 +1,612	+3%	+$37.9K	0.32%	38
2025 Q3	$1.16M	Buy	49,244 +3,306	+7%	+$77K	0.32%	37
2025 Q2	$1.07M	Sell	45,938 -642	-1%	-$14.6K	0.35%	37
2025 Q1	$1.07M	Sell	46,580 -2,436	-5%	-$55.7K	0.4%	33
2024 Q4	$1.11M	Buy	49,016 +785	+2%	+$18.2K	0.43%	32
2024 Q3	$1.15M	Buy	48,231 +3,204	+7%	+$74.8K	0.45%	32
2024 Q2	$1.02M	Buy	45,027 +2,877	+7%	+$65.1K	0.44%	30
2024 Q1	$969K	Buy	42,150 +14,094	+50%	+$323K	0.44%	30
2023 Q4	$653K	Buy	+28,056	New	+$620K	0.32%	38

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

Private Wealth Management Group's SUSC Position: Q2 2026 in Review

Private Wealth Management Group increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 7.2% in Q2 2026, buying an estimated $87K and bringing the position to 55,901 shares worth $1.29M. The position accounts for 0.3% of the portfolio, ranked #40.

Private Wealth Management Group first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Private Wealth Management Group held 55,901 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.29M as of Q2 2026.
Private Wealth Management Group bought 3,760 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $87K.
iShares ESG Aware USD Corporate Bond ETF made up 0.3% of Private Wealth Management Group's portfolio in Q2 2026, its #40 holding.
Private Wealth Management Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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