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Capasso Planning Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Capasso Planning Partners’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
Q1 		$214K Sell
9,263
-264
-3% -$6.17K 0.12% 72
2025
Q4 		$223K Buy
+9,527
New +$224K 0.12% 73
2025
Q3 		– Sell
-12,623
Closed -$293K – 85
2025
Q2 		$293K Buy
12,623
+37
+0.3% +$844 0.17% 70
2025
Q1 		$290K Buy
12,586
+16
+0.1% +$366 0.12% 87
2024
Q4 		$286K Buy
12,570
+277
+2% +$6.42K 0.11% 89
2024
Q3 		$292K Sell
12,293
-338
-3% -$7.89K 0.09% 121
2024
Q2 		$287K Buy
12,631
+822
+7% +$18.6K 0.09% 115
2024
Q1 		$271K Buy
11,809
+1,199
+11% +$27.5K 0.11% 91
2023
Q4 		$247K Buy
+10,610
New +$235K 0.12% 89
2023
Q3 		– Sell
-9,766
Closed -$222K – 103
2023
Q2 		$222K Sell
9,766
-2,004
-17% -$45.6K 0.12% 88
2023
Q1 		$271K Buy
11,770
+336
+3% +$7.67K 0.16% 77
2022
Q4 		$255K Sell
11,434
-389
-3% -$8.6K 0.16% 79
2022
Q3 		$258K Buy
11,823
+1,174
+11% +$27.2K 0.18% 71
2022
Q2 		$247K Sell
10,649
-3,234
-23% -$76.6K 0.18% 71
2022
Q1 		$349K Buy
13,883
+755
+6% +$19.5K 0.25% 65
2021
Q4 		$358K Buy
+13,128
New +$360K 0.26% 57

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capasso Planning Partners's SUSC Position: Q1 2026 in Review

Capasso Planning Partners reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.8% in Q1 2026, selling an estimated $6.17K and leaving 9,263 shares worth $214K. The position accounts for 0.12% of the portfolio, ranked #72.

Capasso Planning Partners first reported a position in SUSC in Q4 2021 and has held it in 16 quarters since. The position peaked at $358K in Q4 2021. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Capasso Planning Partners held 9,263 shares of iShares ESG Aware USD Corporate Bond ETF worth $214K as of Q1 2026.
  • Capasso Planning Partners sold 264 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $6.17K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.12% of Capasso Planning Partners's portfolio in Q1 2026, its #72 holding.
  • Capasso Planning Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Capasso Planning Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $358K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.