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

Essential 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
Q1 		– Sell
-446,935
Closed -$11.1M – 267
2024
Q4 		$11.1M Buy
+446,935
New +$11.1M 0.07% 78
2024
Q2 		– Sell
-8,271
Closed -$202K – 75
2024
Q1 		$202K Hold
8,271
– – 0.1% 63
2023
Q4 		$202K Sell
8,271
-869
-10% -$20.8K 0.1% 62
2023
Q3 		$217K Hold
9,140
– – 0.12% 54
2023
Q2 		$219K Buy
9,140
+521
+6% +$12.5K 0.12% 54
2023
Q1 		$207K Buy
+8,619
New +$206K 0.13% 51

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Essential Planning's SUSB Position: Q1 2025 in Review

Essential Planning sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2025, closing a stake of 446,935 shares — an estimated $11.1M sold.

Essential Planning first reported a position in SUSB in Q1 2023 and held it in 6 quarters. The position peaked at $11.1M in Q4 2024. 300 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

  • Essential Planning reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 446,935 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $11.1M.
  • Essential Planning first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2023 and held it in 6 quarters.
  • Essential Planning's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $11.1M in Q4 2024.
  • 300 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.