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

Talisman 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
2026
Q1 		$326K Sell
14,092
-1,078
-7% -$25.2K 0.26% 70
2025
Q4 		$356K Buy
15,170
+3,092
+26% +$72.7K 0.28% 71
2025
Q3 		$285K Buy
+12,078
New +$281K 0.24% 86

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Talisman Wealth Advisors's SUSC Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 7.1% in Q1 2026, selling an estimated $25.2K and leaving 14,092 shares worth $326K. The position accounts for 0.26% of the portfolio, ranked #70.

Talisman Wealth Advisors first reported a position in SUSC in Q3 2025 and has held it in 3 quarters since. The position peaked at $356K in Q4 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Talisman Wealth Advisors held 14,092 shares of iShares ESG Aware USD Corporate Bond ETF worth $326K as of Q1 2026.
  • Talisman Wealth Advisors sold 1,078 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $25.2K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.26% of Talisman Wealth Advisors's portfolio in Q1 2026, its #70 holding.
  • Talisman Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Talisman Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $356K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.