Stanich Ditches Bonds – Oy Vey!

Listen up, folks! Stanich Group, those financial wizards, just did a little spring cleaning in their portfolio. And by “cleaning,” I mean they dumped a cool $5.56 million worth of iShares ESG Aware USD Corporate Bond ETF (SUSC 0.17%) faster than you can say “subprime mortgage!” It happened in the fourth quarter, see? An SEC filing, very official. Very hush-hush. Until now, of course. I’m telling you.

What Happened, Already?

So, Stanich, bless their little accounting hearts, decided 235,868 shares of SUSC weren’t tickling their fancy anymore. Gone! Poof! Like a magician’s assistant. That translates to $5.56 million, calculated with the precision of a Swiss watch… or maybe a slightly dented abacus. The fund itself took a $5.56 million hit. Trading and price effects, the whole shebang. It’s like watching a perfectly good pastrami on rye get dropped face-down in a bowl of borscht. A tragedy, I tell you, a tragedy!

But Why, You Ask? What Else Do We Know?

Well, Stanich basically said, “Goodbye, bonds!” They exited SUSC completely. N/A of their AUM, folks. N/A! That’s like saying you have zero interest in free bagels. Unheard of! But they’re still sweet on ESG stuff, apparently. They’ve got a whole bunch of other ESG funds they’re hoarding like squirrels with nuts:

NYSEMKT: ESGV: $61.4 million (46.3% of AUM)
NASDAQ: ESGD: $20.1 million (15.2% of AUM)
NASDAQ: ESGE: $6.0 million (4.6% of AUM)
NYSEMKT: ESML: $5.8 million (4.4% of AUM)
NYSEMKT: QUAL: $4.7 million (3.6% of AUM)

And SUSC? As of January 22, 2026, it was trading at $23.46, up 7.7% over the year. But underperforming the S&P 500 by 7.3 percentage points. A bit like a vaudeville performer trying to compete with a rock concert. It has a 4.4% dividend yield, though. Not bad, not bad. A little something for the grandkids, maybe.

Let’s Break Down This ETF, Shall We?

Metric	Value
AUM	N/A
Price (as of market close January 22, 2026)	$23.46
Dividend yield	4.36%
1-year total return	7.76%

So, What Is This SUSC Thing, Anyway?

This SUSC ETF is all about investment-grade U.S. corporate bonds that are, shall we say, “nice.” They follow ESG criteria – Environmental, Social, and Governance. It’s like a financial health inspection. They want stable income and moderate returns, and they want to do it responsibly. It’s a bit like a kindly old accountant who also happens to be a tree-hugging environmentalist. A rare breed, indeed!

What Does This Mean for You, My Friends?

Stanich likes ESG funds, and a lot of investors do too. They want to put their money where their values are. It’s a good thing. A very good thing. But selling an income-generating fund like SUSC and buying stock ETFs? That suggests they think the stock market is going to keep going up. And after a bull market lasting over three years? Well, that’s still early in the cycle. Plenty of room to run, folks. Plenty of room!

Falling interest rates and improving economic conditions? That’s a recipe for success. But remember, SUSC got hammered in 2022 when rates were rising. But it did well when rates were stable or falling. So, if rates come down, it might be worth holding onto SUSC. Assuming, of course, the Federal Reserve doesn’t decide to throw a wrench into everything. You never know with those guys!

So, there you have it. Stanich ditches bonds, the market does its thing, and we all try to make a little money. It’s a crazy world, folks. A crazy world. And remember: Past performance is no guarantee of future results. But a good sense of humor? That’s always a good investment.

2026-02-03 00:32

What Happened, Already?

But Why, You Ask? What Else Do We Know?

Let’s Break Down This ETF, Shall We?

So, What Is This SUSC Thing, Anyway?

What Does This Mean for You, My Friends?

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