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Zynergy Retirement Planning’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-73
Closed -$1.66K – 92
2025
Q1 		$1.66K Hold
73
– – ﹤0.01% 102
2024
Q4 		$1.74K Hold
73
– – ﹤0.01% 94
2024
Q3 		$1.74K Hold
73
– – ﹤0.01% 94
2024
Q2 		$1.66K Buy
+73
New +$1.65K ﹤0.01% 107

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Zynergy Retirement Planning's SUSC Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2025, closing a stake of 73 shares — an estimated $1.66K sold.

Zynergy Retirement Planning first reported a position in SUSC in Q2 2024 and held it in 4 quarters. The position peaked at $1.74K in Q4 2024. 257 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 73 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $1.66K.
  • Zynergy Retirement Planning first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.74K in Q4 2024.
  • 257 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.