Creative Planning
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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
2025
Q2 		$205K Sell
2025
Q1 		$287K Buy
2024
Q4 		$202K Buy
2022
Q2 		– Sell
2022
Q1 		$216K Sell
2021
Q4 		$524K Buy
2021
Q3 		$341K Buy
2021
Q2 		$295K Sell
2021
Q1 		$314K Buy
2020
Q4 		$217K Buy