Cornerstone Planning Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Cornerstone Planning Group’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 Q2	$434K	Sell	19,053 -1,333	-7%	-$30.8K	0.05%	112
2026 Q1	$470K	Buy	20,386 +20,120	+7,564%	+$470K	0.06%	100
2025 Q4	$6.24K	Buy	+266	New	+$6.26K	﹤0.01%	920
2025 Q2	–	Sell	-917	Closed	-$20.8K	–	1685
2025 Q1	$20.8K	Buy	+917	New	+$21K	0.01%	404
2023 Q4	–	Sell	-57	Closed	-$1.24K	–	1020
2023 Q3	$1.24K	Sell	57 -59	-51%	-$1.32K	﹤0.01%	746
2023 Q2	$2.64K	Buy	+116	New	+$2.64K	﹤0.01%	1087
2022 Q4	$67.7K	Buy	+2,904	New	+$64.2K	0.03%	217

Other funds holding SUSC

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cornerstone Planning Group's SUSC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 6.5% in Q2 2026, selling an estimated $30.8K and leaving 19,053 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #112.

Cornerstone Planning Group first reported a position in SUSC in Q4 2022 and has held it in 7 quarters since. The position peaked at $470K in Q1 2026. 215 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Cornerstone Planning Group held 19,053 shares of iShares ESG Aware USD Corporate Bond ETF worth $434K as of Q2 2026.
Cornerstone Planning Group sold 1,333 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $30.8K.
iShares ESG Aware USD Corporate Bond ETF made up 0.05% of Cornerstone Planning Group's portfolio in Q2 2026, its #112 holding.
Cornerstone Planning Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 7 quarters since.
Cornerstone Planning Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $470K in Q1 2026.
215 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.