Superior Planning, LLC’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Superior Planning, LLC’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	$147K	Buy	+6,707	New	+$152K	0.06%	195

Other funds holding SUSC

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Superior Planning, LLC opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2026: 6,707 shares worth $147K. The stake represents 0.06% of the portfolio and ranks #195 among its holdings.

216 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

Superior Planning, LLC held 6,707 shares of iShares ESG Aware USD Corporate Bond ETF worth $147K as of Q3 2026.
iShares ESG Aware USD Corporate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.06% of Superior Planning, LLC's portfolio in Q3 2026, its #195 holding.
216 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

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