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

WealthShield Partners’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 		$1.27M Buy
55,067
+4,842
+10% +$113K 0.14% 161
2025
Q4 		$1.17M Buy
50,225
+4,437
+10% +$104K 0.13% 164
2025
Q3 		$1.08M Buy
45,788
+6,065
+15% +$141K 0.12% 169
2025
Q2 		$923K Sell
39,723
-652
-2% -$14.9K 0.11% 177
2025
Q1 		$931K Buy
40,375
+1,969
+5% +$45K 0.12% 171
2024
Q4 		$873K Sell
38,406
-15,133
-28% -$351K 0.12% 165
2024
Q3 		$1.27M Buy
53,539
+569
+1% +$13.3K 0.17% 133
2024
Q2 		$1.2M Buy
52,970
+860
+2% +$19.5K 0.18% 129
2024
Q1 		$1.2M Buy
52,110
+2,216
+4% +$50.8K 0.19% 128
2023
Q4 		$1.16M Buy
49,894
+3,452
+7% +$76.3K 0.19% 128
2023
Q3 		$1.01M Buy
46,442
+1,314
+3% +$29.3K 0.15% 144
2023
Q2 		$1.03M Sell
45,128
-6,177
-12% -$141K 0.15% 144
2023
Q1 		$1.18M Buy
51,305
+10,215
+25% +$233K 0.19% 131
2022
Q4 		$916K Sell
41,090
-9,298
-18% -$206K 0.18% 136
2022
Q3 		$1.1M Sell
50,388
-7,238
-13% -$168K 0.22% 118
2022
Q2 		$1.33M Buy
57,626
+33,266
+137% +$788K 0.26% 96
2022
Q1 		$612K Buy
+24,360
New +$630K 0.1% 210
2021
Q2 		– Sell
-1,308
Closed -$35K – 1116
2021
Q1 		$35K Buy
+1,308
New +$36K 0.01% 535

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthShield Partners's SUSC Position: Q1 2026 in Review

WealthShield Partners increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 9.6% in Q1 2026, buying an estimated $113K and bringing the position to 55,067 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #161.

WealthShield Partners first reported a position in SUSC in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.33M in Q2 2022. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • WealthShield Partners held 55,067 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.27M as of Q1 2026.
  • WealthShield Partners bought 4,842 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $113K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.14% of WealthShield Partners's portfolio in Q1 2026, its #161 holding.
  • WealthShield Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • WealthShield Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.33M in Q2 2022.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.