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

Ruedi Wealth Management’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
2025 Q2	–	Sell	-71	Closed	-$1.63K	–	284
2025 Q1	$1.63K	Buy	71 +6	+9%	+$137	﹤0.01%	269
2024 Q4	$1.48K	Buy	65 +1	+2%	+$23	﹤0.01%	275
2024 Q3	$1.53K	Hold	64	–	–	﹤0.01%	285
2024 Q2	$1.45K	Buy	64 +34	+113%	+$770	﹤0.01%	348
2024 Q1	$694	Buy	30 +1	+3%	+$23	﹤0.01%	246
2023 Q4	$672	Hold	29	–	–	﹤0.01%	228
2023 Q3	$629	Buy	29 +4	+16%	+$89	﹤0.01%	209
2023 Q2	$558	Hold	25	–	–	﹤0.01%	214
2023 Q1	$564	Buy	+25	New	+$570	﹤0.01%	244

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Ruedi Wealth Management's SUSC Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2025, closing a stake of 71 shares — an estimated $1.63K sold.

Ruedi Wealth Management first reported a position in SUSC in Q1 2023 and held it in 9 quarters. The position peaked at $1.63K in Q1 2025. 257 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 71 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $1.63K.
Ruedi Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and held it in 9 quarters.
Ruedi Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.63K in Q1 2025.
257 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.