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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
Q1 		$308K Hold
12,305
– – 0.03% 79
2025
Q4 		$311K Buy
+12,305
New +$311K 0.04% 76

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Bank of New York Mellon
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Royal Bank of Canada
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AA
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Financial Plan Inc's SUSB Position: Q1 2026 in Review

Financial Plan Inc held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q1 2026 at 12,305 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #79.

Financial Plan Inc first reported a position in SUSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $311K in Q4 2025. 311 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • Financial Plan Inc held 12,305 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $308K as of Q1 2026.
  • Financial Plan Inc left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of Financial Plan Inc's portfolio in Q1 2026, its #79 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 2 quarters since.
  • Financial Plan Inc's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $311K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.