Action Point Financial Planning’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Action Point Financial Planning’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 Q2	$2.05M	Buy	81,923 +35,643	+77%	+$891K	0.21%	105
2026 Q1	$1.16M	Buy	+46,280	New	+$1.17M	1.03%	21

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Action Point Financial Planning's SUSB Position: Q2 2026 in Review

Action Point Financial Planning increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 77% in Q2 2026, buying an estimated $891K and bringing the position to 81,923 shares worth $2.05M. The position accounts for 0.21% of the portfolio, ranked #105.

Action Point Financial Planning first reported a position in SUSB in Q1 2026 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Action Point Financial Planning held 81,923 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.05M as of Q2 2026.
Action Point Financial Planning bought 35,643 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $891K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.21% of Action Point Financial Planning's portfolio in Q2 2026, its #105 holding.
Action Point Financial Planning first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
349 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.