Sanctuary Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Sanctuary Advisors’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	$1.53M	Sell	66,196 -10,472	-14%	-$242K	0.01%	1190
2026 Q1	$1.77M	Buy	76,668 +698	+0.9%	+$16.3K	0.01%	1018
2025 Q4	$1.78M	Sell	75,970 -3,477	-4%	-$81.8K	0.01%	997
2025 Q3	$1.87M	Buy	79,447 +9,433	+13%	+$220K	0.01%	941
2025 Q2	$1.63M	Buy	70,014 +8,917	+15%	+$203K	0.01%	947
2025 Q1	$1.41M	Buy	61,097 +2,280	+4%	+$52.2K	0.01%	955
2024 Q4	$1.35M	Sell	58,817 -5,499	-9%	-$127K	0.01%	1080
2024 Q3	$1.48M	Sell	64,316 -5,362	-8%	-$125K	0.01%	1051
2024 Q2	$1.56M	Buy	+69,678	New	+$1.58M	0.01%	944

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

Sanctuary Advisors's SUSC Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 14% in Q2 2026, selling an estimated $242K and leaving 66,196 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #1190.

Sanctuary Advisors first reported a position in SUSC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.87M in Q3 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Sanctuary Advisors held 66,196 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.53M as of Q2 2026.
Sanctuary Advisors sold 10,472 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $242K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1190 holding.
Sanctuary Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.87M in Q3 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.