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 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 $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

Veridan Wealth's SUSC Position: Q1 2026 in Review

Veridan Wealth reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.8% in Q1 2026, selling an estimated $6.57K and leaving 9,917 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #78.

Veridan Wealth first reported a position in SUSC in Q2 2024 and has held it in 6 quarters since. The position peaked at $303K in Q4 2024. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Veridan Wealth held 9,917 shares of iShares ESG Aware USD Corporate Bond ETF worth $229K as of Q1 2026.
Veridan Wealth sold 281 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $6.57K.
iShares ESG Aware USD Corporate Bond ETF made up 0.08% of Veridan Wealth's portfolio in Q1 2026, its #78 holding.
Veridan Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
Veridan Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $303K in Q4 2024.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.