Rockport Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Rockport Wealth’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 Q3	$227K	Hold	10,331	–	–	0.04%	94
2026 Q2	$239K	Hold	10,331	–	–	0.04%	98
2026 Q1	$239K	Buy	10,331 +204	+2%	+$4.77K	0.04%	91
2025 Q4	$237K	Hold	10,127	–	–	0.05%	88
2025 Q3	$239K	Hold	10,127	–	–	0.05%	80
2025 Q2	$235K	Hold	10,127	–	–	0.05%	75
2025 Q1	$234K	Hold	10,127	–	–	0.08%	42
2024 Q4	$230K	Hold	10,127	–	–	0.1%	60
2024 Q3	$241K	Hold	10,127	–	–	0.06%	61
2024 Q2	$230K	Hold	10,127	–	–	0.1%	60
2024 Q1	$233K	Buy	+10,127	New	+$232K	0.16%	58

Other funds holding SUSC

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return

Rockport Wealth's SUSC Position: Q3 2026 in Review

Rockport Wealth held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q3 2026 at 10,331 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #94.

Rockport Wealth first reported a position in SUSC in Q1 2024 and has held it in 11 quarters since. The position peaked at $241K in Q3 2024. 175 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

Rockport Wealth held 10,331 shares of iShares ESG Aware USD Corporate Bond ETF worth $227K as of Q3 2026.
Rockport Wealth left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q3 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.04% of Rockport Wealth's portfolio in Q3 2026, its #94 holding.
Rockport Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
Rockport Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $241K in Q3 2024.
175 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Rockport Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.