Ritter Daniher Financial Advisory’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Ritter Daniher Financial Advisory’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	$24.7K	Buy	1,065 +12	+1%	+$278	﹤0.01%	344
2026 Q1	$24.4K	Buy	1,053 +7	+0.7%	+$164	﹤0.01%	345
2025 Q4	$24.5K	Buy	+1,046	New	+$24.6K	﹤0.01%	345
2023 Q3	–	Sell	-10	Closed	-$228	–	375
2023 Q2	$228	Buy	+10	New	+$228	﹤0.01%	323

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

Ritter Daniher Financial Advisory's SUSC Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.1% in Q2 2026, buying an estimated $278 and bringing the position to 1,065 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Ritter Daniher Financial Advisory first reported a position in SUSC in Q2 2023 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Ritter Daniher Financial Advisory held 1,065 shares of iShares ESG Aware USD Corporate Bond ETF worth $24.7K as of Q2 2026.
Ritter Daniher Financial Advisory bought 12 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $278.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #344 holding.
Ritter Daniher Financial Advisory first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and has held it in 4 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.