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

Traveka Wealth’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 		$673K Sell
29,071
-1,580
-5% -$36.5K 0.22% 79
2026
Q1 		$709K Buy
30,651
+742
+2% +$17.3K 0.27% 71
2025
Q4 		$699K Buy
+29,909
New +$704K 0.28% 69

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Traveka Wealth's SUSC Position: Q2 2026 in Review

Traveka Wealth reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 5.2% in Q2 2026, selling an estimated $36.5K and leaving 29,071 shares worth $673K. The position accounts for 0.22% of the portfolio, ranked #79.

Traveka Wealth first reported a position in SUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $709K in Q1 2026. 154 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Traveka Wealth held 29,071 shares of iShares ESG Aware USD Corporate Bond ETF worth $673K as of Q2 2026.
  • Traveka Wealth sold 1,580 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $36.5K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.22% of Traveka Wealth's portfolio in Q2 2026, its #79 holding.
  • Traveka Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Traveka Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $709K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.