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

Sagespring Wealth Partners’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	$300K	Sell	12,964 -5,916	-31%	-$137K	﹤0.01%	691
2026 Q1	$437K	Buy	18,880 +591	+3%	+$13.8K	0.01%	540
2025 Q4	$428K	Sell	18,289 -1,792	-9%	-$42.2K	0.01%	518
2025 Q3	$473K	Buy	20,081 +6,495	+48%	+$151K	0.01%	471
2025 Q2	$316K	Sell	13,586 -1,342	-9%	-$30.6K	0.01%	563
2025 Q1	$344K	Buy	14,928 +194	+1%	+$4.44K	0.01%	475
2024 Q4	$335K	Buy	+14,734	New	+$341K	0.01%	447

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

Sagespring Wealth Partners's SUSC Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 31% in Q2 2026, selling an estimated $137K and leaving 12,964 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Sagespring Wealth Partners first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $473K in Q3 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Sagespring Wealth Partners held 12,964 shares of iShares ESG Aware USD Corporate Bond ETF worth $300K as of Q2 2026.
Sagespring Wealth Partners sold 5,916 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $137K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #691 holding.
Sagespring Wealth Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $473K in Q3 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.