Western Wealth Management
SUSC icon

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

Western Wealth Management’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
Q3 		– Sell
-10,040
Closed -$232K – 1021
2026
Q2 		$232K Sell
10,040
-1,539
-13% -$35.6K 0.01% 918
2026
Q1 		$268K Buy
11,579
+64
+0.6% +$1.5K 0.01% 836
2025
Q4 		$269K Buy
11,515
+2,589
+29% +$60.9K 0.01% 696
2025
Q3 		$210K Buy
+8,926
New +$208K 0.01% 723

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Fidelity Investments
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Fisher Asset Management
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IMPACTfolio
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Park Avenue Securities
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AssetMark Inc
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Stanich Group
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Western Wealth Management's SUSC Position: Q3 2026 in Review

Western Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2026, closing a stake of 10,040 shares — an estimated $232K sold.

Western Wealth Management first reported a position in SUSC in Q3 2025 and held it in 4 quarters. The position peaked at $269K in Q4 2025. 197 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Western Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Western Wealth Management sold 10,040 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $232K.
  • Western Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2025 and held it in 4 quarters.
  • Western Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $269K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.