Raymond James Financial’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Raymond James Financial’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	$6.56M	Buy	283,494 +10,675	+4%	+$247K	﹤0.01%	2525
2026 Q1	$6.31M	Sell	272,819 -145,727	-35%	-$3.41M	﹤0.01%	2409
2025 Q4	$9.79M	Buy	418,546 +161,993	+63%	+$3.81M	﹤0.01%	1986
2025 Q3	$6.04M	Buy	256,553 +52,597	+26%	+$1.22M	﹤0.01%	2335
2025 Q2	$4.74M	Buy	203,956 +8,465	+4%	+$193K	﹤0.01%	2414
2025 Q1	$4.51M	Buy	195,491 +4,951	+3%	+$113K	﹤0.01%	2402
2024 Q4	$4.33M	Buy	+190,540	New	+$4.41M	﹤0.01%	2413

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

Raymond James Financial's SUSC Position: Q2 2026 in Review

Raymond James Financial increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 3.9% in Q2 2026, buying an estimated $247K and bringing the position to 283,494 shares worth $6.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

Raymond James Financial first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.79M in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Raymond James Financial held 283,494 shares of iShares ESG Aware USD Corporate Bond ETF worth $6.56M as of Q2 2026.
Raymond James Financial bought 10,675 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $247K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2525 holding.
Raymond James Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares ESG Aware USD Corporate Bond ETF position peaked at $9.79M in Q4 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.