Transcend Capital Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Transcend Capital 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
2025 Q4	–	Sell	-8,746	Closed	-$206K	–	763
2025 Q3	$206K	Buy	+8,746	New	+$204K	0.01%	653
2024 Q4	–	Sell	-13,496	Closed	-$321K	–	633
2024 Q3	$321K	Sell	13,496 -138	-1%	-$3.22K	0.02%	466
2024 Q2	$310K	Buy	13,634 +556	+4%	+$12.6K	0.02%	452
2024 Q1	$301K	Buy	13,078 +3,426	+35%	+$78.6K	0.02%	412
2023 Q4	$225K	Buy	+9,652	New	+$213K	0.02%	446

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Transcend Capital Advisors's SUSC Position: Q4 2025 in Review

Transcend Capital Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2025, closing a stake of 8,746 shares — an estimated $206K sold.

Transcend Capital Advisors first reported a position in SUSC in Q4 2023 and held it in 5 quarters. The position peaked at $321K in Q3 2024. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

Transcend Capital Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Transcend Capital Advisors sold 8,746 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $206K.
Transcend Capital Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and held it in 5 quarters.
Transcend Capital Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $321K in Q3 2024.
301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on Transcend Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.