Spire Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Spire Wealth 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	-342	Closed	-$8K	–	2397
2025 Q4	$8K	Buy	+342	New	+$8.05K	﹤0.01%	1783
2024 Q3	–	Sell	-38	Closed	-$872	–	2263
2024 Q2	$872	Sell	38 -10,244	-100%	-$232K	﹤0.01%	2137
2024 Q1	$236K	Buy	10,282 +2,273	+28%	+$52.1K	﹤0.01%	732
2023 Q4	$184K	Buy	8,009 +4,431	+124%	+$97.9K	0.01%	784
2023 Q3	$77.9K	Buy	3,578 +3,237	+949%	+$72.2K	﹤0.01%	1025
2023 Q2	$7.75K	Buy	341 +82	+32%	+$1.87K	﹤0.01%	1888
2023 Q1	$5.96K	Buy	+259	New	+$5.91K	﹤0.01%	1993
2022 Q4	–	Sell	-216	Closed	-$5K	–	2399
2022 Q3	$5K	Hold	216	–	–	﹤0.01%	1760
2022 Q2	$5K	Sell	216 -214	-50%	-$5.07K	﹤0.01%	2150
2022 Q1	$11K	Hold	430	–	–	﹤0.01%	2010
2021 Q4	$12K	Hold	430	–	–	﹤0.01%	2320
2021 Q3	$12K	Hold	430	–	–	﹤0.01%	2055
2021 Q2	$12K	Buy	+430	New	+$11.7K	﹤0.01%	2065

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

Spire Wealth Management's SUSC Position: Q1 2026 in Review

Spire Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2026, closing a stake of 342 shares — an estimated $8K sold.

Spire Wealth Management first reported a position in SUSC in Q2 2021 and held it in 13 quarters. The position peaked at $236K in Q1 2024. 300 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Spire Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Spire Wealth Management sold 342 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $8K.
Spire Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2021 and held it in 13 quarters.
Spire Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $236K in Q1 2024.
300 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.