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Proffitt & Goodson’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Proffitt & Goodson’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 		$459K Sell
19,840
-1,737
-8% -$40.2K 0.06% 103
2026
Q1 		$499K Hold
21,577
– – 0.08% 94
2025
Q4 		$505K Buy
21,577
+265
+1% +$6.24K 0.07% 92
2025
Q3 		$502K Buy
21,312
+971
+5% +$22.6K 0.07% 89
2025
Q2 		$473K Sell
20,341
-358
-2% -$8.17K 0.07% 90
2025
Q1 		$477K Sell
20,699
-41,095
-67% -$940K 0.08% 89
2024
Q4 		$1.4M Buy
61,794
+2,199
+4% +$50.9K 0.23% 44
2024
Q3 		$1.42M Buy
59,595
+699
+1% +$16.3K 0.23% 42
2024
Q2 		$1.34M Buy
58,896
+2,578
+5% +$58.3K 0.24% 45
2024
Q1 		$1.29M Buy
56,318
+5,284
+10% +$121K 0.23% 45
2023
Q4 		$1.19M Buy
51,034
+1,011
+2% +$22.3K 0.22% 48
2023
Q3 		$1.09M Buy
50,023
+1,176
+2% +$26.2K 0.22% 50
2023
Q2 		$1.11M Buy
48,847
+3,551
+8% +$80.9K 0.22% 49
2023
Q1 		$1.04M Buy
45,296
+52
+0.1% +$1.19K 0.21% 53
2022
Q4 		$1.01M Buy
45,244
+237
+0.5% +$5.24K 0.21% 56
2022
Q3 		$980K Buy
45,007
+15,402
+52% +$357K 0.21% 50
2022
Q2 		$685K Buy
29,605
+13,257
+81% +$314K 0.14% 70
2022
Q1 		$411K Buy
16,348
+4,370
+36% +$113K 0.07% 87
2021
Q4 		$327K Sell
11,978
-9,021
-43% -$248K 0.06% 94
2021
Q3 		$577K Buy
20,999
+2,845
+16% +$79.3K 0.11% 74
2021
Q2 		$503K Buy
18,154
+3,510
+24% +$95.8K 0.09% 80
2021
Q1 		$395K Buy
14,644
+6,602
+82% +$182K 0.07% 86
2020
Q4 		$228K Buy
8,042
+820
+11% +$22.9K 0.05% 91
2020
Q3 		$200K Buy
+7,222
New +$202K 0.04% 90

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

Proffitt & Goodson's SUSC Position: Q2 2026 in Review

Proffitt & Goodson reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 8.1% in Q2 2026, selling an estimated $40.2K and leaving 19,840 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #103.

Proffitt & Goodson first reported a position in SUSC in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.42M in Q3 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Proffitt & Goodson held 19,840 shares of iShares ESG Aware USD Corporate Bond ETF worth $459K as of Q2 2026.
  • Proffitt & Goodson sold 1,737 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $40.2K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.06% of Proffitt & Goodson's portfolio in Q2 2026, its #103 holding.
  • Proffitt & Goodson first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Proffitt & Goodson's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.42M in Q3 2024.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.