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Wedbush Securities’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Wedbush Securities’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 		$218K Sell
9,417
-7,099
-43% -$164K 0.01% 1163
2026
Q1 		$382K Buy
16,516
+28
+0.2% +$654 0.01% 782
2025
Q4 		$386K Sell
16,488
-48
-0.3% -$1.13K 0.01% 769
2025
Q3 		$390K Buy
16,536
+1,569
+10% +$36.5K 0.01% 754
2025
Q2 		$348K Buy
14,967
+1,500
+11% +$34.2K 0.01% 769
2025
Q1 		$311K Sell
13,467
-291
-2% -$6.66K 0.01% 795
2024
Q4 		$313K Sell
13,758
-360
-3% -$8.34K 0.01% 802
2024
Q3 		$336K Buy
14,118
+56
+0.4% +$1.31K 0.01% 766
2024
Q2 		$319K Sell
14,062
-119
-0.8% -$2.69K 0.01% 838
2024
Q1 		$326K Buy
14,181
+3,364
+31% +$77.2K 0.01% 830
2023
Q4 		$252K Sell
10,817
-1,476
-12% -$32.6K 0.01% 851
2023
Q3 		$267K Sell
12,293
-1,099
-8% -$24.5K 0.01% 776
2023
Q2 		$305K Hold
13,392
– – 0.01% 746
2023
Q1 		$308K Buy
13,392
+3,969
+42% +$90.6K 0.02% 746
2022
Q4 		$210K Buy
+9,423
New +$208K 0.01% 894

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

Wedbush Securities's SUSC Position: Q2 2026 in Review

Wedbush Securities reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 43% in Q2 2026, selling an estimated $164K and leaving 9,417 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #1163.

Wedbush Securities first reported a position in SUSC in Q4 2022 and has held it in 15 quarters since. The position peaked at $390K in Q3 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Wedbush Securities held 9,417 shares of iShares ESG Aware USD Corporate Bond ETF worth $218K as of Q2 2026.
  • Wedbush Securities sold 7,099 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $164K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1163 holding.
  • Wedbush Securities first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Wedbush Securities's iShares ESG Aware USD Corporate Bond ETF position peaked at $390K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.