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

Keener Financial 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
2026 Q3	$546K	Buy	22,331 +72	+0.3%	+$1.78K	0.19%	30
2026 Q2	$556K	Buy	22,259 +751	+3%	+$18.8K	0.2%	29
2026 Q1	$539K	Buy	21,508 +761	+4%	+$19.2K	0.23%	27
2025 Q4	$523K	Buy	20,747 +699	+3%	+$17.7K	0.23%	28
2025 Q3	$507K	Hold	20,048	–	–	0.24%	25
2025 Q2	$504K	Hold	20,048	–	–	0.25%	26
2025 Q1	$501K	Buy	20,048 +1,720	+9%	+$42.7K	0.33%	21
2024 Q4	$452K	Buy	18,328 +17,992	+5,355%	+$447K	0.27%	28
2024 Q3	$8K	Hold	336	–	–	0.01%	146
2024 Q2	$8K	Hold	336	–	–	0.01%	142
2024 Q1	$9K	Buy	+336	New	+$8.21K	0.01%	158

Other funds holding SUSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Francis Financial $642M AUM 10.36% 1-Year Est. Return

Keener Financial Planning's SUSB Position: Q3 2026 in Review

Keener Financial Planning increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.32% in Q3 2026, buying an estimated $1.78K and bringing the position to 22,331 shares worth $546K. The position accounts for 0.19% of the portfolio, ranked #30.

Keener Financial Planning first reported a position in SUSB in Q1 2024 and has held it in 11 quarters since. The position peaked at $556K in Q2 2026. 245 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Keener Financial Planning held 22,331 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $546K as of Q3 2026.
Keener Financial Planning bought 72 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $1.78K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.19% of Keener Financial Planning's portfolio in Q3 2026, its #30 holding.
Keener Financial Planning first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
Keener Financial Planning's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $556K in Q2 2026.
245 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Keener Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.