Stanich Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Stanich 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
2025 Q4	–	Sell	-235,868	Closed	-$5.56M	–	57
2025 Q3	$5.56M	Buy	+235,868	New	+$5.49M	3.4%	6
2025 Q2	–	Sell	-151,143	Closed	-$3.49M	–	50
2025 Q1	$3.49M	Buy	151,143 +4,361	+3%	+$99.8K	2.58%	9
2024 Q4	$3.33M	Buy	+146,782	New	+$3.4M	2.49%	9

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

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stanich Group's SUSC Position: Q4 2025 in Review

Stanich Group sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2025, closing a stake of 235,868 shares — an estimated $5.56M sold.

Stanich Group first reported a position in SUSC in Q4 2024 and held it in 3 quarters. The position peaked at $5.56M in Q3 2025. 302 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

Stanich Group reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Stanich Group sold 235,868 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $5.56M.
Stanich Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
Stanich Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $5.56M in Q3 2025.
302 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on Stanich Group's 13F filing for Q4 2025, filed 23 Jan 2026.