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Regal Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Regal Investment Advisors’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
Q1 		$471K Sell
20,358
-1,115
-5% -$26.1K 0.03% 445
2025
Q4 		$502K Sell
21,473
-397
-2% -$9.34K 0.03% 423
2025
Q3 		$515K Buy
21,870
+3,311
+18% +$77.1K 0.03% 369
2025
Q2 		$431K Buy
18,559
+1,867
+11% +$42.6K 0.03% 357
2025
Q1 		$385K Buy
16,692
+955
+6% +$21.9K 0.03% 362
2024
Q4 		$358K Sell
15,737
-2,078
-12% -$48.1K 0.03% 377
2024
Q3 		$424K Buy
17,815
+1,189
+7% +$27.8K 0.03% 381
2024
Q2 		$378K Buy
16,626
+251
+2% +$5.68K 0.02% 409
2024
Q1 		$376K Buy
16,375
+2,699
+20% +$61.9K 0.03% 411
2023
Q4 		$318K Buy
13,676
+362
+3% +$8K 0.02% 410
2023
Q3 		$290K Sell
13,314
-767
-5% -$17.1K 0.02% 397
2023
Q2 		$320K Buy
14,081
+553
+4% +$12.6K 0.03% 385
2023
Q1 		$311K Buy
+13,528
New +$309K 0.03% 384
2021
Q1 		– Sell
-7,732
Closed -$219K – 376
2020
Q4 		$219K Buy
+7,732
New +$216K 0.02% 431

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regal Investment Advisors's SUSC Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 5.2% in Q1 2026, selling an estimated $26.1K and leaving 20,358 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #445.

Regal Investment Advisors first reported a position in SUSC in Q4 2020 and has held it in 14 quarters since. The position peaked at $515K in Q3 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Regal Investment Advisors held 20,358 shares of iShares ESG Aware USD Corporate Bond ETF worth $471K as of Q1 2026.
  • Regal Investment Advisors sold 1,115 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $26.1K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #445 holding.
  • Regal Investment Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 14 quarters since.
  • Regal Investment Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $515K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.