Stratos Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Stratos Wealth Advisors’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 Q1	–	Sell	-33,890	Closed	-$770K	–	739
2024 Q4	$770K	Sell	33,890 -2,740	-7%	-$63.5K	0.04%	381
2024 Q3	$871K	Sell	36,630 -11,756	-24%	-$275K	0.04%	384
2024 Q2	$1.1M	Buy	48,386 +9,801	+25%	+$222K	0.05%	316
2024 Q1	$887K	Buy	38,585 +1,498	+4%	+$34.4K	0.05%	354
2023 Q4	$863K	Buy	37,087 +14,650	+65%	+$324K	0.05%	360
2023 Q3	$488K	Sell	22,437 -8,190	-27%	-$183K	0.03%	430
2023 Q2	$696K	Buy	30,627 +1,192	+4%	+$27.1K	0.05%	366
2023 Q1	$677K	Buy	29,435 +16,600	+129%	+$379K	0.05%	363
2022 Q4	$286K	Buy	12,835 +3,361	+35%	+$74.3K	0.02%	482
2022 Q3	$206K	Buy	+9,474	New	+$219K	0.02%	477

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Stratos Wealth Advisors's SUSC Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2025, closing a stake of 33,890 shares — an estimated $770K sold.

Stratos Wealth Advisors first reported a position in SUSC in Q3 2022 and held it in 10 quarters. The position peaked at $1.1M in Q2 2024. 263 funds tracked by Wall St. Rank hold SUSC as of Q1 2025.

Stratos Wealth Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 33,890 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2025, an estimated $770K.
Stratos Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2022 and held it in 10 quarters.
Stratos Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.1M in Q2 2024.
263 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.