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

WBH Advisory’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	$200K	Sell	8,652 -2,310	-21%	-$53.4K	0.01%	361
2026 Q1	$253K	Buy	10,962 +99	+0.9%	+$2.31K	0.02%	323
2025 Q4	$254K	Buy	10,863 +123	+1%	+$2.89K	0.02%	311
2025 Q3	$253K	Buy	10,740 +1,476	+16%	+$34.4K	0.02%	311
2025 Q2	$215K	Buy	+9,264	New	+$211K	0.02%	324
2024 Q4	–	Sell	-9,433	Closed	-$224K	–	333
2024 Q3	$224K	Sell	9,433 -880	-9%	-$20.6K	0.02%	306
2024 Q2	$234K	Buy	+10,313	New	+$233K	0.02%	287

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

WBH Advisory's SUSC Position: Q2 2026 in Review

WBH Advisory reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 21% in Q2 2026, selling an estimated $53.4K and leaving 8,652 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #361.

WBH Advisory first reported a position in SUSC in Q2 2024 and has held it in 7 quarters since. The position peaked at $254K in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

WBH Advisory held 8,652 shares of iShares ESG Aware USD Corporate Bond ETF worth $200K as of Q2 2026.
WBH Advisory sold 2,310 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $53.4K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of WBH Advisory's portfolio in Q2 2026, its #361 holding.
WBH Advisory first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
WBH Advisory's iShares ESG Aware USD Corporate Bond ETF position peaked at $254K in Q4 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.