BOLTON SECURITIES CORPORATION’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025 Q1	$1.84M	Buy	+80,000	New	+$1.83M	0.11%	210

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SUSC Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2025: 80,000 shares worth $1.84M. The stake represents 0.11% of the portfolio and ranks #210 among its holdings.

266 funds tracked by Wall St. Rank hold SUSC as of Q1 2025.

BOLTON SECURITIES CORPORATION held 80,000 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.84M as of Q1 2025.
iShares ESG Aware USD Corporate Bond ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares ESG Aware USD Corporate Bond ETF made up 0.11% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #210 holding.
266 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.