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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$30.3M Buy
1,308,868
+77,462
+6% +$1.81M 0.02% 311
2025
Q4
$28.8M Buy
1,231,406
+19,248
+2% +$453K 0.02% 295
2025
Q3
$28.6M Buy
1,212,158
+52,805
+5% +$1.23M 0.02% 287
2025
Q2
$26.9M Buy
1,159,353
+40,330
+4% +$920K 0.02% 278
2025
Q1
$25.8M Buy
1,119,023
+37,089
+3% +$849K 0.02% 267
2024
Q4
$24.6M Buy
1,081,934
+75,564
+8% +$1.75M 0.02% 256
2024
Q3
$23.9M Buy
1,006,370
+26,588
+3% +$621K 0.02% 247
2024
Q2
$22.3M Buy
979,782
+49,125
+5% +$1.11M 0.02% 244
2024
Q1
$21.4M Buy
930,657
+123,376
+15% +$2.83M 0.02% 250
2023
Q4
$18.8M Buy
807,281
+71,830
+10% +$1.59M 0.03% 245
2023
Q3
$16M Buy
735,451
+130,147
+22% +$2.9M 0.02% 273
2023
Q2
$13.8M Buy
605,304
+70,590
+13% +$1.61M 0.02% 285
2023
Q1
$12.3M Buy
534,714
+15,093
+3% +$344K 0.02% 303
2022
Q4
$11.6M Buy
519,621
+27,063
+5% +$599K 0.02% 311
2022
Q3
$10.7M Buy
492,558
+42,981
+10% +$995K 0.02% 290
2022
Q2
$10.4M Buy
449,577
+42,837
+11% +$1.02M 0.02% 312
2022
Q1
$10.2M Buy
406,740
+23,500
+6% +$608K 0.02% 314
2021
Q4
$10.5M Buy
383,240
+114,960
+43% +$3.15M 0.02% 276
2021
Q3
$7.38M Buy
268,280
+144,443
+117% +$4.03M 0.01% 325
2021
Q2
$3.43M Buy
123,837
+7,956
+7% +$217K 0.01% 502
2021
Q1
$3.12M Buy
115,881
+101,836
+725% +$2.8M 0.01% 546
2020
Q4
$398K Buy
+14,045
New +$393K ﹤0.01% 1449

Other funds holding SUSC