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Summit Wealth Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Summit Wealth 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
Q2 		$2.27M Buy
97,913
+1,264
+1% +$29.2K 0.46% 38
2026
Q1 		$2.24M Buy
96,649
+2,025
+2% +$47.3K 0.51% 36
2025
Q4 		$2.21M Buy
94,624
+495
+0.5% +$11.6K 0.52% 35
2025
Q3 		$2.22M Buy
94,129
+11,833
+14% +$276K 0.54% 35
2025
Q2 		$1.91M Sell
82,296
-914
-1% -$20.8K 0.49% 36
2025
Q1 		$1.92M Buy
83,210
+2,916
+4% +$66.7K 0.56% 32
2024
Q4 		$1.82M Sell
80,294
-18,208
-18% -$422K 0.53% 33
2024
Q3 		$2.34M Buy
98,502
+2,601
+3% +$60.7K 0.68% 31
2024
Q2 		$2.18M Buy
95,901
+5,566
+6% +$126K 0.65% 29
2024
Q1 		$2.08M Buy
90,335
+18,106
+25% +$415K 1.41% 13
2023
Q4 		$1.68M Buy
72,229
+13,387
+23% +$296K 1.31% 14
2023
Q3 		$1.28M Buy
58,842
+241
+0.4% +$5.38K 1.14% 14
2023
Q2 		$1.33M Sell
58,601
-323,011
-85% -$7.36M 0.54% 27
2023
Q1 		$17K Buy
381,612
+362,597
+1,907% +$8.27M 0.41% 33
2022
Q4 		$424K Buy
19,015
+7,019
+59% +$155K 0.45% 24
2022
Q3 		$261K Buy
11,996
+3,108
+35% +$72K 0.31% 21
2022
Q2 		$206K Sell
8,888
-386
-4% -$9.15K 0.24% 22
2022
Q1 		$233K Buy
+9,274
New +$240K 0.24% 25

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

Summit Wealth Group's SUSC Position: Q2 2026 in Review

Summit Wealth Group increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.3% in Q2 2026, buying an estimated $29.2K and bringing the position to 97,913 shares worth $2.27M. The position accounts for 0.46% of the portfolio, ranked #38.

Summit Wealth Group first reported a position in SUSC in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.34M in Q3 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Summit Wealth Group held 97,913 shares of iShares ESG Aware USD Corporate Bond ETF worth $2.27M as of Q2 2026.
  • Summit Wealth Group bought 1,264 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $29.2K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.46% of Summit Wealth Group's portfolio in Q2 2026, its #38 holding.
  • Summit Wealth Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Summit Wealth Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $2.34M in Q3 2024.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.