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

Scarborough 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 		– Sell
-902
Closed -$20.9K – 615
2026
Q1 		$20.9K Buy
902
+7
+0.8% +$164 ﹤0.01% 342
2025
Q4 		$20.9K Sell
895
-105
-11% -$2.47K ﹤0.01% 196
2025
Q3 		$23.6K Sell
1,000
-135
-12% -$3.14K ﹤0.01% 185
2025
Q2 		$26.4K Buy
+1,135
New +$25.9K 0.01% 169

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Scarborough Advisors's SUSC Position: Q2 2026 in Review

Scarborough Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026, closing a stake of 902 shares — an estimated $20.9K sold.

Scarborough Advisors first reported a position in SUSC in Q2 2025 and held it in 4 quarters. The position peaked at $26.4K in Q2 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Scarborough Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 902 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $20.9K.
  • Scarborough Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2025 and held it in 4 quarters.
  • Scarborough Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $26.4K in Q2 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.