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

Veridan 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	$227K	Sell	9,824 -93	-0.9%	-$2.15K	0.08%	82
2026 Q1	$229K	Sell	9,917 -281	-3%	-$6.57K	0.08%	78
2025 Q4	$238K	Buy	10,198 +150	+1%	+$3.53K	0.08%	77
2025 Q3	$237K	Buy	+10,048	New	+$234K	0.08%	75
2025 Q1	$229K	Sell	9,938 -3,378	-25%	-$77.3K	0.1%	74
2024 Q4	$303K	Buy	+13,316	New	+$308K	0.14%	66
2024 Q2	$231K	Buy	+9,940	New	+$225K	0.09%	78

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Veridan Wealth's SUSC Position: Q2 2026 in Review

Veridan Wealth reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.94% in Q2 2026, selling an estimated $2.15K and leaving 9,824 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #82.

Veridan Wealth first reported a position in SUSC in Q2 2024 and has held it in 7 quarters since. The position peaked at $303K in Q4 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Veridan Wealth held 9,824 shares of iShares ESG Aware USD Corporate Bond ETF worth $227K as of Q2 2026.
Veridan Wealth sold 93 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $2.15K.
iShares ESG Aware USD Corporate Bond ETF made up 0.08% of Veridan Wealth's portfolio in Q2 2026, its #82 holding.
Veridan Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $303K in Q4 2024.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.