Vision Capital Management
SUSC icon

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
Q3 		$1.46M Buy
66,721
+5,658
+9% +$128K 0.17% 75
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% -$7.94K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Vision Capital Management's SUSC Position: Q3 2026 in Review

Vision Capital Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 9.3% in Q3 2026, buying an estimated $128K and bringing the position to 66,721 shares worth $1.46M. The position accounts for 0.17% of the portfolio, ranked #75.

Vision Capital Management first reported a position in SUSC in Q1 2020 and has held it in 23 quarters since. 76 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Vision Capital Management held 66,721 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.46M as of Q3 2026.
  • Vision Capital Management bought 5,658 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $128K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.17% of Vision Capital Management's portfolio in Q3 2026, its #75 holding.
  • Vision Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • 76 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Vision Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.