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

Wealth Alliance’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 		$836K Sell
36,128
-5,623
-13% -$130K 0.07% 217
2026
Q1 		$966K Buy
41,751
+5
+0% +$117 0.1% 188
2025
Q4 		$976K Buy
41,746
+7,486
+22% +$176K 0.1% 187
2025
Q3 		$807K Buy
34,260
+4,146
+14% +$96.6K 0.08% 210
2025
Q2 		$700K Sell
30,114
-2,372
-7% -$54.1K 0.08% 230
2025
Q1 		$749K Buy
32,486
+1,584
+5% +$36.2K 0.09% 202
2024
Q4 		$702K Sell
30,902
-1,535
-5% -$35.6K 0.08% 208
2024
Q3 		$772K Sell
32,437
-2,806
-8% -$65.5K 0.09% 194
2024
Q2 		$801K Buy
35,243
+2,840
+9% +$64.3K 0.1% 175
2024
Q1 		$745K Buy
32,403
+3,484
+12% +$79.9K 0.1% 199
2023
Q4 		$673K Buy
28,919
+13,009
+82% +$288K 0.09% 211
2023
Q3 		$346K Sell
15,910
-3,272
-17% -$73K 0.05% 314
2023
Q2 		$436K Buy
19,182
+1,865
+11% +$42.5K 0.07% 273
2023
Q1 		$399K Buy
17,317
+6,829
+65% +$156K 0.06% 287
2022
Q4 		$234K Sell
10,488
-1,405
-12% -$31.1K 0.04% 422
2022
Q3 		$259K Sell
11,893
-233
-2% -$5.4K 0.05% 359
2022
Q2 		$281K Buy
+12,126
New +$287K 0.05% 341

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

Wealth Alliance's SUSC Position: Q2 2026 in Review

Wealth Alliance reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 13% in Q2 2026, selling an estimated $130K and leaving 36,128 shares worth $836K. The position accounts for 0.07% of the portfolio, ranked #217.

Wealth Alliance first reported a position in SUSC in Q2 2022 and has held it in 17 quarters since. The position peaked at $976K in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Wealth Alliance held 36,128 shares of iShares ESG Aware USD Corporate Bond ETF worth $836K as of Q2 2026.
  • Wealth Alliance sold 5,623 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $130K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.07% of Wealth Alliance's portfolio in Q2 2026, its #217 holding.
  • Wealth Alliance first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Wealth Alliance's iShares ESG Aware USD Corporate Bond ETF position peaked at $976K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.