Vontobel Holding
SUSC icon

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

Vontobel Holding’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
2025
Q4 		– Sell
-77,813
Closed -$1.83M – 1523
2025
Q3 		$1.83M Buy
77,813
+6,074
+8% +$141K 0.01% 574
2025
Q2 		$1.67M Buy
71,739
+143
+0.2% +$3.26K 0.01% 554
2025
Q1 		$1.65M Sell
71,596
-12,568
-15% -$288K 0.01% 486
2024
Q4 		$1.91M Buy
84,164
+5,350
+7% +$124K 0.01% 453
2024
Q3 		$1.87M Buy
78,814
+2,758
+4% +$64.4K 0.01% 462
2024
Q2 		$1.73M Sell
76,056
-27,237
-26% -$616K 0.01% 452
2024
Q1 		$2.37M Buy
103,293
+6,204
+6% +$142K 0.02% 415
2023
Q4 		$2.26M Buy
97,089
+2,969
+3% +$65.6K 0.02% 416
2023
Q3 		$2.05M Buy
94,120
+1,595
+2% +$35.6K 0.02% 420
2023
Q2 		$2.1M Buy
92,525
+13,552
+17% +$309K 0.02% 429
2023
Q1 		$1.82M Buy
78,973
+121
+0.2% +$2.76K 0.02% 430
2022
Q4 		$1.76M Sell
78,852
-324
-0.4% -$7.17K 0.02% 443
2022
Q3 		$1.72M Buy
+79,176
New +$1.83M 0.02% 430

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vontobel Holding's SUSC Position: Q4 2025 in Review

Vontobel Holding sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2025, closing a stake of 77,813 shares — an estimated $1.83M sold.

Vontobel Holding first reported a position in SUSC in Q3 2022 and held it in 13 quarters. The position peaked at $2.37M in Q1 2024. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

  • Vontobel Holding reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Vontobel Holding sold 77,813 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $1.83M.
  • Vontobel Holding first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2022 and held it in 13 quarters.
  • Vontobel Holding's iShares ESG Aware USD Corporate Bond ETF position peaked at $2.37M in Q1 2024.
  • 301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on Vontobel Holding's 13F filing for Q4 2025, filed 13 Feb 2026.