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Tucker Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Tucker Asset Management’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 		$2.06K Buy
+88
New +$2.07K ﹤0.01% 844
2025
Q1 		– Sell
-88
Closed -$2K – 851
2024
Q4 		$2K Sell
88
-20
-19% -$463 ﹤0.01% 1208
2024
Q3 		$2.57K Buy
108
+20
+23% +$467 ﹤0.01% 1107
2024
Q2 		$2K Buy
+88
New +$1.99K ﹤0.01% 1317

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
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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tucker Asset Management's SUSC Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2025: 88 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in SUSC as recently as Q4 2024.

Tucker Asset Management first reported a position in SUSC in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.57K in Q3 2024. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

  • Tucker Asset Management held 88 shares of iShares ESG Aware USD Corporate Bond ETF worth $2.06K as of Q4 2025.
  • iShares ESG Aware USD Corporate Bond ETF was a new Tucker Asset Management position in Q4 2025.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #844 holding.
  • Tucker Asset Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • Tucker Asset Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $2.57K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.