U.S. Capital Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

U.S. Capital 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	$453K	Buy	19,579 +666	+4%	+$15.6K	0.01%	699
2025 Q4	$442K	Buy	18,913 +222	+1%	+$5.22K	0.01%	691
2025 Q3	$440K	Buy	18,691 +2,814	+18%	+$65.5K	0.01%	663
2025 Q2	$369K	Buy	15,877 +1,457	+10%	+$33.2K	0.01%	670
2025 Q1	$333K	Hold	14,420	–	–	0.01%	679
2024 Q4	$328K	Buy	14,420 +521	+4%	+$12.1K	0.01%	664
2024 Q3	$331K	Buy	13,899 +1,548	+13%	+$36.2K	0.01%	567
2024 Q2	$281K	Buy	12,351 +258	+2%	+$5.84K	0.01%	583
2024 Q1	$278K	Buy	12,093 +1,658	+16%	+$38K	0.01%	582
2023 Q4	$243K	Buy	+10,435	New	+$231K	0.01%	595
2023 Q3	–	Sell	-9,629	Closed	-$219K	–	680
2023 Q2	$219K	Hold	9,629	–	–	0.01%	609
2023 Q1	$222K	Buy	+9,629	New	+$220K	0.01%	591

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

U.S. Capital Wealth Advisors's SUSC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 3.5% in Q1 2026, buying an estimated $15.6K and bringing the position to 19,579 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #699.

U.S. Capital Wealth Advisors first reported a position in SUSC in Q1 2023 and has held it in 12 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

U.S. Capital Wealth Advisors held 19,579 shares of iShares ESG Aware USD Corporate Bond ETF worth $453K as of Q1 2026.
U.S. Capital Wealth Advisors bought 666 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $15.6K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #699 holding.
U.S. Capital Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.