Superior Planning, LLC’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Superior Planning, LLC’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$75K	Buy	+3,069	New	+$76K	0.03%	281

Other funds holding SUSB

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's SUSB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2026: 3,069 shares worth $75K. The stake represents 0.03% of the portfolio and ranks #281 among its holdings.

269 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Superior Planning, LLC held 3,069 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $75K as of Q3 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #281 holding.
269 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.