Retirement Income Solutions’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Retirement Income Solutions’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	$251K	Hold	10,842	–	–	0.04%	145
2026 Q1	$251K	Hold	10,842	–	–	0.04%	146
2025 Q4	$254K	Hold	10,842	–	–	0.04%	145
2025 Q3	$255K	Hold	10,842	–	–	0.04%	142
2025 Q2	$252K	Sell	10,842 -3,906	-26%	-$89.1K	0.05%	132
2025 Q1	$340K	Sell	14,748 -1,185	-7%	-$27.1K	0.07%	99
2024 Q4	$362K	Hold	15,933	–	–	0.07%	92
2024 Q3	$379K	Hold	15,933	–	–	0.09%	88
2024 Q2	$362K	Sell	15,933 -4,885	-23%	-$111K	0.09%	87
2024 Q1	$479K	Hold	20,818	–	–	0.11%	80
2023 Q4	$484K	Hold	20,818	–	–	0.12%	76
2023 Q3	$453K	Hold	20,818	–	–	0.13%	77
2023 Q2	$473K	Buy	20,818 +4,330	+26%	+$98.6K	0.13%	82
2023 Q1	$379K	Buy	+16,488	New	+$376K	0.11%	89

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

Retirement Income Solutions's SUSC Position: Q2 2026 in Review

Retirement Income Solutions held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 10,842 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #145.

Retirement Income Solutions first reported a position in SUSC in Q1 2023 and has held it in 14 quarters since. The position peaked at $484K in Q4 2023. 304 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Retirement Income Solutions held 10,842 shares of iShares ESG Aware USD Corporate Bond ETF worth $251K as of Q2 2026.
Retirement Income Solutions left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.04% of Retirement Income Solutions's portfolio in Q2 2026, its #145 holding.
Retirement Income Solutions first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Retirement Income Solutions's iShares ESG Aware USD Corporate Bond ETF position peaked at $484K in Q4 2023.
304 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.