Smartleaf Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Smartleaf Asset 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
2026 Q1	–	Sell	-1,060	Closed	-$24.9K	–	3641
2025 Q4	$24.9K	Buy	+1,060	New	+$24.9K	﹤0.01%	1917
2024 Q2	–	Sell	-239	Closed	-$5.5K	–	2763
2024 Q1	$5.5K	Sell	239 -611	-72%	-$14K	﹤0.01%	1181
2023 Q4	$19.8K	Buy	+850	New	+$18.8K	0.01%	670

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

Smartleaf Asset Management's SUSC Position: Q1 2026 in Review

Smartleaf Asset Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2026, closing a stake of 1,060 shares — an estimated $24.9K sold.

Smartleaf Asset Management first reported a position in SUSC in Q4 2023 and held it in 3 quarters. The position peaked at $24.9K in Q4 2025. 299 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Smartleaf Asset Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Smartleaf Asset Management sold 1,060 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $24.9K.
Smartleaf Asset Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
Smartleaf Asset Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $24.9K in Q4 2025.
299 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.