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Vision Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Vision Capital Management’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 		$1.41M Buy
61,063
+14,434
+31% +$334K 0.16% 79
2026
Q1 		$1.08M Buy
46,629
+489
+1% +$11.4K 0.14% 81
2025
Q4 		$1.08M Buy
46,140
+990
+2% +$23.3K 0.13% 78
2025
Q3 		$1.06M Sell
45,150
-4,856
-10% -$113K 0.13% 77
2025
Q2 		$1.16M Buy
50,006
+1,283
+3% +$29.3K 0.15% 72
2025
Q1 		$1.12M Sell
48,723
-645
-1% -$14.8K 0.16% 70
2024
Q4 		$1.12M Buy
49,368
+1,872
+4% +$43.4K 0.16% 72
2024
Q3 		$1.13M Buy
47,496
+5,084
+12% +$119K 0.16% 73
2024
Q2 		$964K Buy
42,412
+307
+0.7% +$6.95K 0.14% 75
2024
Q1 		$968K Sell
42,105
-762
-2% -$17.5K 0.14% 76
2023
Q4 		$998K Sell
42,867
-359
-0.8% -$7.93K 0.16% 76
2023
Q3 		$941K Buy
43,226
+586
+1% +$13.1K 0.17% 69
2023
Q2 		$970K Sell
42,640
-1,881
-4% -$42.8K 0.17% 71
2023
Q1 		$1.02M Sell
44,521
-13,592
-23% -$310K 0.19% 71
2022
Q4 		$1.3M Buy
58,113
+83
+0.1% +$1.84K 0.25% 69
2022
Q3 		$1.26M Buy
+58,030
New +$1.34M 0.26% 66
2021
Q3 		– Sell
-39,186
Closed -$1.09M – 109
2021
Q2 		$1.09M Buy
39,186
+3,348
+9% +$91.3K 0.18% 75
2021
Q1 		$966K Buy
35,838
+5,453
+18% +$150K 0.17% 73
2020
Q4 		$861K Buy
30,385
+13,218
+77% +$370K 0.16% 74
2020
Q3 		$476K Buy
17,167
+1,218
+8% +$34.1K 0.1% 73
2020
Q2 		$441K Buy
15,949
+141
+0.9% +$3.78K 0.1% 78
2020
Q1 		$406K Buy
+15,808
New +$417K 0.11% 72

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

Vision Capital Management's SUSC Position: Q2 2026 in Review

Vision Capital Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 31% in Q2 2026, buying an estimated $334K and bringing the position to 61,063 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #79.

Vision Capital Management first reported a position in SUSC in Q1 2020 and has held it in 22 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Vision Capital Management held 61,063 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.41M as of Q2 2026.
  • Vision Capital Management bought 14,434 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $334K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.16% of Vision Capital Management's portfolio in Q2 2026, its #79 holding.
  • Vision Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.