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

Fiduciary Planning’s Portfolio SUSC Stock Details SUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-9,055	Closed	-$249K	–	62
2021 Q3	$249K	Buy	9,055 +44	+0.5%	+$1.23K	0.13%	62
2021 Q2	$250K	Sell	9,011 -49	-0.5%	-$1.34K	0.22%	58
2021 Q1	$244K	Buy	9,060 +123	+1%	+$3.38K	0.37%	39
2020 Q4	$253K	Buy	8,937 +55	+0.6%	+$1.54K	0.36%	49
2020 Q3	$246K	Buy	+8,882	New	+$249K	0.41%	44

Other funds holding SUSC

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Fiduciary Planning's SUSC Position: Q4 2021 in Review

Fiduciary Planning sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2021, closing a stake of 9,055 shares — an estimated $249K sold.

Fiduciary Planning first reported a position in SUSC in Q3 2020 and held it in 5 quarters. The position peaked at $253K in Q4 2020. 132 funds tracked by Wall St. Rank hold SUSC as of Q4 2021.

Fiduciary Planning reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Fiduciary Planning sold 9,055 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2021, an estimated $249K.
Fiduciary Planning first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and held it in 5 quarters.
Fiduciary Planning's iShares ESG Aware USD Corporate Bond ETF position peaked at $253K in Q4 2020.
132 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2021.

Based on Fiduciary Planning's 13F filing for Q4 2021, filed 8 Feb 2022.