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Avantax Planning Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Avantax Planning Partners’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 		$351K Sell
14,058
-134
-0.9% -$3.35K 0.01% 341
2026
Q1 		$356K Sell
14,192
-130
-0.9% -$3.28K 0.01% 324
2025
Q4 		$361K Sell
14,322
-514
-3% -$13K 0.01% 322
2025
Q3 		$375K Buy
14,836
+610
+4% +$15.4K 0.01% 312
2025
Q2 		$358K Sell
14,226
-7,870
-36% -$196K 0.01% 318
2025
Q1 		$552K Buy
22,096
+439
+2% +$10.9K 0.02% 243
2024
Q4 		$535K Hold
21,657
– – 0.02% 250
2024
Q3 		$545K Buy
21,657
+806
+4% +$20K 0.02% 242
2024
Q2 		$511K Sell
20,851
-1,396
-6% -$34K 0.02% 281
2024
Q1 		$545K Buy
22,247
+759
+4% +$18.5K 0.02% 283
2023
Q4 		$526K Sell
21,488
-54
-0.3% -$1.29K 0.02% 232
2023
Q3 		$512K Sell
21,542
-14,072
-40% -$336K 0.02% 222
2023
Q2 		$852K Sell
35,614
-12,511
-26% -$301K 0.03% 178
2023
Q1 		$1.16M Buy
48,125
+1,496
+3% +$35.8K 0.05% 150
2022
Q4 		$1.11M Buy
46,629
+9,326
+25% +$220K 0.04% 154
2022
Q3 		$876K Sell
37,303
-6,866
-16% -$165K 0.04% 165
2022
Q2 		$1.06M Buy
44,169
+536
+1% +$13K 0.05% 147
2022
Q1 		$1.07M Buy
+43,633
New +$1.1M 0.04% 153

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avantax Planning Partners's SUSB Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.94% in Q2 2026, selling an estimated $3.35K and leaving 14,058 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #341.

Avantax Planning Partners first reported a position in SUSB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.16M in Q1 2023. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Avantax Planning Partners held 14,058 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $351K as of Q2 2026.
  • Avantax Planning Partners sold 134 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $3.35K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #341 holding.
  • Avantax Planning Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Avantax Planning Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.16M in Q1 2023.
  • 351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.