Creative Planning
SUSB icon

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
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 – 2529
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

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return