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Retirement Capital Strategies’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Retirement Capital Strategies’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 		– Sell
-35,429
Closed -$828K – 69
2025
Q4 		$828K Buy
+35,429
New +$834K 0.31% 46
2025
Q1 		– Sell
-45,995
Closed -$1.05M – 88
2024
Q4 		$1.05M Buy
+45,995
New +$1.07M 0.4% 38

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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

Retirement Capital Strategies's SUSC Position: Q1 2026 in Review

Retirement Capital Strategies sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2026, closing a stake of 35,429 shares — an estimated $828K sold.

Retirement Capital Strategies first reported a position in SUSC in Q4 2024 and held it in 2 quarters. The position peaked at $1.05M in Q4 2024. 299 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Retirement Capital Strategies reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Capital Strategies sold 35,429 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $828K.
  • Retirement Capital Strategies first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Retirement Capital Strategies's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.05M in Q4 2024.
  • 299 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.