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Silver Grove Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Silver Grove Financial Group’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 		$120 Buy
5
+1
+25% +$23 ﹤0.01% 2310
2026
Q1 		$96 Buy
+4
New +$93 ﹤0.01% 503

Other funds holding SUSC

Envestnet Asset Management
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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

Silver Grove Financial Group's SUSC Position: Q2 2026 in Review

Silver Grove Financial Group increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 25% in Q2 2026, buying an estimated $23 and bringing the position to 5 shares worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Silver Grove Financial Group first reported a position in SUSC in Q1 2026 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Silver Grove Financial Group held 5 shares of iShares ESG Aware USD Corporate Bond ETF worth $120 as of Q2 2026.
  • Silver Grove Financial Group bought 1 iShares ESG Aware USD Corporate Bond ETF share in Q2 2026, an estimated $23.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #2310 holding.
  • Silver Grove Financial Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.