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Steward Partners Investment Advisory’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Steward Partners Investment Advisory’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 		$1.7M Sell
73,459
-4,122
-5% -$95.3K 0.01% 998
2026
Q1 		$1.8M Buy
77,581
+5,116
+7% +$120K 0.01% 901
2025
Q4 		$1.69M Buy
72,465
+2,574
+4% +$60.6K 0.01% 856
2025
Q3 		$1.65M Buy
69,891
+10,024
+17% +$233K 0.01% 847
2025
Q2 		$1.39M Buy
59,867
+5,950
+11% +$136K 0.01% 849
2025
Q1 		$1.24M Sell
53,917
-2,573
-5% -$58.9K 0.01% 823
2024
Q4 		$1.28M Buy
56,490
+4,945
+10% +$115K 0.01% 793
2024
Q3 		$1.23M Buy
51,545
+804
+2% +$18.8K 0.01% 786
2024
Q2 		$1.15M Buy
50,741
+1,299
+3% +$29.4K 0.01% 762
2024
Q1 		$1.14M Buy
49,442
+3,947
+9% +$90.5K 0.01% 746
2023
Q4 		$1.06M Buy
45,495
+11,289
+33% +$250K 0.01% 700
2023
Q3 		$744K Buy
34,206
+2,208
+7% +$49.3K 0.01% 778
2023
Q2 		$728K Buy
31,998
+3,366
+12% +$76.7K 0.01% 801
2023
Q1 		$659K Buy
28,632
+14,372
+101% +$328K 0.01% 823
2022
Q4 		$318K Buy
14,260
+1,684
+13% +$37.2K 0.01% 1061
2022
Q3 		$274K Buy
12,576
+4,590
+57% +$106K 0.01% 1068
2022
Q2 		$185K Buy
7,986
+1,297
+19% +$30.7K ﹤0.01% 1234
2022
Q1 		$168K Buy
6,689
+6,358
+1,921% +$165K ﹤0.01% 1366
2021
Q4 		$9K Hold
331
– – ﹤0.01% 2656
2021
Q3 		$9K Sell
331
-1
-0.3% -$28 ﹤0.01% 2643
2021
Q2 		$9K Sell
332
-9,426
-97% -$257K ﹤0.01% 6264
2021
Q1 		$263K Buy
9,758
+1,100
+13% +$30.3K ﹤0.01% 1164
2020
Q4 		$245K Buy
8,658
+4,381
+102% +$123K 0.01% 987
2020
Q3 		$119K Buy
4,277
+1,659
+63% +$46.4K ﹤0.01% 1154
2020
Q2 		$72K Buy
2,618
+2,287
+691% +$61.3K ﹤0.01% 1271
2020
Q1 		$8K Hold
331
– – ﹤0.01% 1947
2019
Q4 		$8K Buy
331
+4
+1% +$105 ﹤0.01% 2109
2019
Q3 		$8K Hold
327
– – ﹤0.01% 2100
2019
Q2 		$8K Buy
+327
New +$8.21K ﹤0.01% 2086
2018
Q4 		– Sell
-327
Closed -$8K – 1990
2018
Q3 		$8K Hold
327
– – ﹤0.01% 1979
2018
Q2 		$8K Buy
+327
New +$7.94K ﹤0.01% 1829

Other funds holding SUSC

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

Steward Partners Investment Advisory's SUSC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 5.3% in Q2 2026, selling an estimated $95.3K and leaving 73,459 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #998.

Steward Partners Investment Advisory first reported a position in SUSC in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.8M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Steward Partners Investment Advisory held 73,459 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.7M as of Q2 2026.
  • Steward Partners Investment Advisory sold 4,122 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $95.3K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #998 holding.
  • Steward Partners Investment Advisory first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.8M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.