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

Creative 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	$797K	Sell	31,888 -5,783	-15%	-$145K	﹤0.01%	2836
2026 Q1	$944K	Buy	37,671 +29,413	+356%	+$741K	﹤0.01%	2515
2025 Q4	$208K	Buy	8,258 +122	+1%	+$3.08K	﹤0.01%	3509
2025 Q3	$206K	Hold	8,136	–	–	﹤0.01%	3462
2025 Q2	$205K	Sell	8,136 -3,329	-29%	-$83K	﹤0.01%	3201
2025 Q1	$287K	Buy	11,465 +3,279	+40%	+$81.4K	﹤0.01%	2801
2024 Q4	$202K	Buy	+8,186	New	+$203K	﹤0.01%	2961
2022 Q2	–	Sell	-8,781	Closed	-$216K	–	2528
2022 Q1	$216K	Sell	8,781 -11,635	-57%	-$292K	﹤0.01%	1847
2021 Q4	$524K	Buy	20,416 +7,277	+55%	+$187K	﹤0.01%	1274
2021 Q3	$341K	Buy	13,139 +1,809	+16%	+$47.1K	﹤0.01%	1517
2021 Q2	$295K	Sell	11,330 -772	-6%	-$20.1K	﹤0.01%	1576
2021 Q1	$314K	Buy	12,102 +3,824	+46%	+$99.7K	﹤0.01%	1776
2020 Q4	$217K	Buy	+8,278	New	+$216K	﹤0.01%	1836

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

Creative Planning's SUSB Position: Q2 2026 in Review

Creative Planning reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 15% in Q2 2026, selling an estimated $145K and leaving 31,888 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #2836.

Creative Planning first reported a position in SUSB in Q4 2020 and has held it in 13 quarters since. The position peaked at $944K in Q1 2026. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Creative Planning held 31,888 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $797K as of Q2 2026.
Creative Planning sold 5,783 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $145K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2836 holding.
Creative Planning first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 13 quarters since.
Creative Planning's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $944K in Q1 2026.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.