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Twin Peaks Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Twin Peaks Wealth 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
Q1 		$120K Buy
+5,196
New +$121K 0.03% 258
2025
Q3 		– Sell
-3,711
Closed -$86.3K – 1880
2025
Q2 		$86.3K Buy
+3,711
New +$84.6K 0.03% 253

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Twin Peaks Wealth Advisors's SUSC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2026: 5,196 shares worth $120K. The stake represents 0.03% of the portfolio and ranks #258 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SUSC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SUSC in Q2 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 5,196 shares of iShares ESG Aware USD Corporate Bond ETF worth $120K as of Q1 2026.
  • iShares ESG Aware USD Corporate Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #258 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.