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

Holistic 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
2026
Q1 		$337K Buy
14,570
+390
+3% +$9.12K 0.07% 227
2025
Q4 		$332K Buy
+14,180
New +$334K 0.07% 209

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Holistic Planning's SUSC Position: Q1 2026 in Review

Holistic Planning increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.8% in Q1 2026, buying an estimated $9.12K and bringing the position to 14,570 shares worth $337K. The position accounts for 0.07% of the portfolio, ranked #227.

Holistic Planning first reported a position in SUSC in Q4 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Holistic Planning held 14,570 shares of iShares ESG Aware USD Corporate Bond ETF worth $337K as of Q1 2026.
  • Holistic Planning bought 390 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $9.12K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.07% of Holistic Planning's portfolio in Q1 2026, its #227 holding.
  • Holistic Planning first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.