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 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 $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

WBH Advisory's SUSC Position: Q1 2026 in Review

WBH Advisory increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.91% in Q1 2026, buying an estimated $2.31K and bringing the position to 10,962 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #323.

WBH Advisory first reported a position in SUSC in Q2 2024 and has held it in 6 quarters since. The position peaked at $254K in Q4 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

WBH Advisory held 10,962 shares of iShares ESG Aware USD Corporate Bond ETF worth $253K as of Q1 2026.
WBH Advisory bought 99 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $2.31K.
iShares ESG Aware USD Corporate Bond ETF made up 0.02% of WBH Advisory's portfolio in Q1 2026, its #323 holding.
WBH Advisory first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
WBH Advisory's iShares ESG Aware USD Corporate Bond ETF position peaked at $254K in Q4 2025.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.