Rossby Financial’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Rossby Financial’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	$1.96M	Buy	84,767 +3,787	+5%	+$87.6K	0.36%	54
2026 Q1	$1.87M	Sell	80,980 -38,041	-32%	-$889K	0.38%	52
2025 Q4	$2.78M	Sell	119,021 -4,886	-4%	-$115K	0.86%	22
2025 Q3	$2.92M	Buy	123,907 +990	+0.8%	+$23.1K	0.95%	19
2025 Q2	$2.86M	Sell	122,917 -14,186	-10%	-$324K	1.05%	17
2025 Q1	$3.14M	Buy	137,103 +14,500	+12%	+$332K	1.33%	15
2024 Q4	$2.79M	Buy	+122,603	New	+$2.84M	1.72%	13

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

Rossby Financial's SUSC Position: Q2 2026 in Review

Rossby Financial increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4.7% in Q2 2026, buying an estimated $87.6K and bringing the position to 84,767 shares worth $1.96M. The position accounts for 0.36% of the portfolio, ranked #54.

Rossby Financial first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.14M in Q1 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Rossby Financial held 84,767 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.96M as of Q2 2026.
Rossby Financial bought 3,787 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $87.6K.
iShares ESG Aware USD Corporate Bond ETF made up 0.36% of Rossby Financial's portfolio in Q2 2026, its #54 holding.
Rossby Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Rossby Financial's iShares ESG Aware USD Corporate Bond ETF position peaked at $3.14M in Q1 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.