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

Elser Financial 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	$6.46M	Sell	258,666 -13,716	-5%	-$343K	0.28%	25
2026 Q1	$6.8M	Buy	+272,382	New	+$6.87M	0.33%	21
2025 Q1	–	Sell	-264,543	Closed	-$6.53M	–	102
2024 Q4	$6.53M	Buy	+264,543	New	+$6.57M	0.39%	17
2024 Q3	–	Sell	-246,553	Closed	-$6.04M	–	98
2024 Q2	$6.04M	Buy	+246,553	New	+$6.01M	1.01%	14

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

Elser Financial Planning's SUSB Position: Q2 2026 in Review

Elser Financial Planning reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 5% in Q2 2026, selling an estimated $343K and leaving 258,666 shares worth $6.46M. The position accounts for 0.28% of the portfolio, ranked #25.

Elser Financial Planning first reported a position in SUSB in Q2 2024 and has held it in 4 quarters since. The position peaked at $6.8M in Q1 2026. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Elser Financial Planning held 258,666 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $6.46M as of Q2 2026.
Elser Financial Planning sold 13,716 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $343K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.28% of Elser Financial Planning's portfolio in Q2 2026, its #25 holding.
Elser Financial Planning first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2024 and has held it in 4 quarters since.
Elser Financial Planning's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $6.8M in Q1 2026.
350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.