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Transamerica Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Transamerica Financial 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
Q2 		$201K Buy
8,666
+1,872
+28% +$43.3K 0.02% 419
2026
Q1 		$157K Buy
6,794
+2,044
+43% +$47.8K 0.01% 428
2025
Q4 		$111K Buy
4,750
+2,562
+117% +$60.3K 0.01% 442
2025
Q3 		$51.5K Buy
+2,188
New +$51K ﹤0.01% 481

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

Transamerica Financial Advisors's SUSC Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 28% in Q2 2026, buying an estimated $43.3K and bringing the position to 8,666 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #419.

Transamerica Financial Advisors first reported a position in SUSC in Q3 2025 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Transamerica Financial Advisors held 8,666 shares of iShares ESG Aware USD Corporate Bond ETF worth $201K as of Q2 2026.
  • Transamerica Financial Advisors bought 1,872 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $43.3K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #419 holding.
  • Transamerica Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.