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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
Q2 		– Sell
-5,196
Closed -$120K – 1952
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 $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

Twin Peaks Wealth Advisors's SUSC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026, closing a stake of 5,196 shares — an estimated $120K sold.

Twin Peaks Wealth Advisors first reported a position in SUSC in Q2 2025 and held it in 2 quarters. The position peaked at $120K in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 5,196 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $120K.
  • Twin Peaks Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $120K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.