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Tempus Wealth Planning’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Tempus Wealth Planning’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 		$572K Buy
24,695
+1,877
+8% +$43.4K 0.11% 172
2026
Q1 		$528K Sell
22,818
-216
-0.9% -$5.05K 0.12% 171
2025
Q4 		$539K Buy
23,034
+281
+1% +$6.61K 0.12% 170
2025
Q3 		$536K Buy
22,753
+481
+2% +$11.2K 0.12% 173
2025
Q2 		$517K Buy
22,272
+4,503
+25% +$103K 0.13% 164
2025
Q1 		$410K Buy
17,769
+3,810
+27% +$87.2K 0.12% 166
2024
Q4 		$317K Buy
13,959
+1,019
+8% +$23.6K 0.1% 183
2024
Q3 		$308K Sell
12,940
-15
-0.1% -$350 0.11% 165
2024
Q2 		$294K Buy
12,955
+1,093
+9% +$24.7K 0.12% 158
2024
Q1 		$273K Buy
11,862
+1,964
+20% +$45K 0.12% 165
2023
Q4 		$230K Sell
9,898
-3,339
-25% -$73.8K 0.1% 173
2023
Q3 		$288K Sell
13,237
-393
-3% -$8.77K 0.14% 130
2023
Q2 		$310K Buy
13,630
+2,785
+26% +$63.4K 0.14% 137
2023
Q1 		$250K Sell
10,845
-5,277
-33% -$120K 0.12% 146
2022
Q4 		$359K Sell
16,122
-23,271
-59% -$515K 0.22% 114
2022
Q3 		$858K Buy
+39,393
New +$912K 0.57% 47

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

Tempus Wealth Planning's SUSC Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 8.2% in Q2 2026, buying an estimated $43.4K and bringing the position to 24,695 shares worth $572K. The position accounts for 0.11% of the portfolio, ranked #172.

Tempus Wealth Planning first reported a position in SUSC in Q3 2022 and has held it in 16 quarters since. The position peaked at $858K in Q3 2022. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Tempus Wealth Planning held 24,695 shares of iShares ESG Aware USD Corporate Bond ETF worth $572K as of Q2 2026.
  • Tempus Wealth Planning bought 1,877 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $43.4K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.11% of Tempus Wealth Planning's portfolio in Q2 2026, its #172 holding.
  • Tempus Wealth Planning first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Tempus Wealth Planning's iShares ESG Aware USD Corporate Bond ETF position peaked at $858K in Q3 2022.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.