WealthGarden F.S.’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

WealthGarden F.S.’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	$282K	Sell	12,175 -538	-4%	-$12.4K	0.16%	147
2026 Q1	$294K	Buy	12,713 +164	+1%	+$3.83K	0.2%	126
2025 Q4	$295K	Sell	12,549 -1,197	-9%	-$28.2K	0.19%	123
2025 Q3	$327K	Buy	13,746 +873	+7%	+$20.3K	0.23%	107
2025 Q2	$298K	Buy	12,873 +4	+0%	+$91	0.25%	105
2025 Q1	$297K	Buy	12,869 +851	+7%	+$19.5K	0.29%	97
2024 Q4	$273K	Buy	+12,018	New	+$278K	0.26%	102

Other funds holding SUSC

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthGarden F.S.'s SUSC Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4.2% in Q2 2026, selling an estimated $12.4K and leaving 12,175 shares worth $282K. The position accounts for 0.16% of the portfolio, ranked #147.

WealthGarden F.S. first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $327K in Q3 2025. 143 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

WealthGarden F.S. held 12,175 shares of iShares ESG Aware USD Corporate Bond ETF worth $282K as of Q2 2026.
WealthGarden F.S. sold 538 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $12.4K.
iShares ESG Aware USD Corporate Bond ETF made up 0.16% of WealthGarden F.S.'s portfolio in Q2 2026, its #147 holding.
WealthGarden F.S. first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
WealthGarden F.S.'s iShares ESG Aware USD Corporate Bond ETF position peaked at $327K in Q3 2025.
143 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.