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
2026 Q3	$6.94M	Buy	+316,458	New	+$7.16M	3.35%	7
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%	+$100K	2.58%	9
2024 Q4	$3.33M	Buy	+146,782	New	+$3.4M	2.49%	9

Other funds holding SUSC

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Stanich Group's SUSC Position: Q3 2026 in Review

Stanich Group opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2026: 316,458 shares worth $6.94M. The stake represents 3.35% of the portfolio and ranks #7 among its holdings. This is a return to the name: Stanich Group previously reported a position in SUSC as recently as Q3 2025.

Stanich Group first reported a position in SUSC in Q4 2024 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

Stanich Group held 316,458 shares of iShares ESG Aware USD Corporate Bond ETF worth $6.94M as of Q3 2026.
iShares ESG Aware USD Corporate Bond ETF was a new Stanich Group position in Q3 2026.
iShares ESG Aware USD Corporate Bond ETF made up 3.35% of Stanich Group's portfolio in Q3 2026, its #7 holding.
Stanich Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
72 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.