Sugarloaf Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$6.79K	Sell	299 -9,029	-97%	-$209K	﹤0.01%	544
2024 Q3	$222K	Buy	9,328 +224	+2%	+$5.23K	0.04%	152
2024 Q2	$207K	Hold	9,104	–	–	0.04%	141
2024 Q1	$209K	Buy	9,104 +2,580	+40%	+$59.2K	0.04%	141
2023 Q4	$152K	Hold	6,524	–	–	0.04%	179
2023 Q3	$142K	Sell	6,524 -5,669	-46%	-$126K	0.04%	177
2023 Q2	$277K	Hold	12,193	–	–	0.06%	101
2023 Q1	$281K	Buy	12,193 +8,700	+249%	+$199K	0.07%	104
2022 Q4	$77.9K	Hold	3,493	–	–	0.02%	224
2022 Q3	$77K	Sell	3,493 -9,116	-72%	-$211K	0.02%	230
2022 Q2	$292K	Hold	12,609	–	–	0.07%	98
2022 Q1	$317K	Hold	12,609	–	–	0.08%	92
2021 Q4	$344K	Hold	12,609	–	–	0.08%	93
2021 Q3	$347K	Hold	12,609	–	–	0.09%	87
2021 Q2	$350K	Buy	12,609 +11,996	+1,957%	+$327K	0.1%	90
2021 Q1	$262	Sell	613 -9,103	-94%	-$250K	0.08%	99
2020 Q4	$275K	Buy	+9,716	New	+$272K	0.09%	93

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's SUSC Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 97% in Q4 2024, selling an estimated $209K and leaving 299 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Sugarloaf Wealth Management first reported a position in SUSC in Q4 2020 and has held it in 17 quarters since. The position peaked at $350K in Q2 2021. 271 funds tracked by Wall St. Rank hold SUSC as of Q4 2024.

Sugarloaf Wealth Management held 299 shares of iShares ESG Aware USD Corporate Bond ETF worth $6.79K as of Q4 2024.
Sugarloaf Wealth Management sold 9,029 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2024, an estimated $209K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #544 holding.
Sugarloaf Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 17 quarters since.
Sugarloaf Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $350K in Q2 2021.
271 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.