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

Financial Plan Inc’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 		$308K Hold
12,305
– – 0.03% 83
2026
Q1 		$308K Hold
12,305
– – 0.03% 79
2025
Q4 		$311K Buy
+12,305
New +$311K 0.04% 76

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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Plan Inc's SUSB Position: Q2 2026 in Review

Financial Plan Inc held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 12,305 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #83.

Financial Plan Inc first reported a position in SUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $311K in Q4 2025. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Financial Plan Inc held 12,305 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $308K as of Q2 2026.
  • Financial Plan Inc left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Financial Plan Inc's portfolio in Q2 2026, its #83 holding.
  • Financial Plan Inc first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Plan Inc's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $311K in Q4 2025.
  • 353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.