Strategic Blueprint
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Strategic Blueprint’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Strategic Blueprint’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 		– Sell
-9,761
Closed -$226K – 719
2026
Q2 		$226K Sell
9,761
-265
-3% -$6.13K 0.01% 642
2026
Q1 		$232K Sell
10,026
-356
-3% -$8.32K 0.01% 588
2025
Q4 		$243K Sell
10,382
-888
-8% -$20.9K 0.01% 583
2025
Q3 		$266K Buy
11,270
+123
+1% +$2.86K 0.01% 631
2025
Q2 		$259K Sell
11,147
-3,647
-25% -$83.2K 0.01% 598
2025
Q1 		$341K Sell
14,794
-1,252
-8% -$28.6K 0.02% 509
2024
Q4 		$365K Buy
16,046
+169
+1% +$3.91K 0.02% 479
2024
Q3 		$378K Buy
15,877
+74
+0.5% +$1.73K 0.02% 468
2024
Q2 		$359K Buy
15,803
+914
+6% +$20.7K 0.02% 449
2024
Q1 		$342K Buy
14,889
+826
+6% +$18.9K 0.02% 461
2023
Q4 		$327K Buy
14,063
+838
+6% +$18.5K 0.03% 429
2023
Q3 		$288K Sell
13,225
-4,330
-25% -$96.6K 0.03% 420
2023
Q2 		$399K Sell
17,555
-5,312
-23% -$121K 0.04% 358
2023
Q1 		$526K Buy
+22,867
New +$522K 0.05% 298
2022
Q4 		– Sell
-14,330
Closed -$312K – 543
2022
Q3 		$312K Buy
+14,330
New +$332K 0.04% 358
2021
Q3 		– Sell
-422
Closed -$12K – 1206
2021
Q2 		$12K Sell
422
-10,803
-96% -$295K ﹤0.01% 934
2021
Q1 		$302K Buy
+11,225
New +$309K 0.06% 244

Other funds holding SUSC

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Strategic Blueprint's SUSC Position: Q3 2026 in Review

Strategic Blueprint sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2026, closing a stake of 9,761 shares — an estimated $226K sold.

Strategic Blueprint first reported a position in SUSC in Q1 2021 and held it in 17 quarters. The position peaked at $526K in Q1 2023. 224 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Strategic Blueprint reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Strategic Blueprint sold 9,761 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $226K.
  • Strategic Blueprint first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and held it in 17 quarters.
  • Strategic Blueprint's iShares ESG Aware USD Corporate Bond ETF position peaked at $526K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.