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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keener Financial Planning's SUSB Position: Q2 2026 in Review

Keener Financial Planning increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 3.5% in Q2 2026, buying an estimated $18.8K and bringing the position to 22,259 shares worth $556K. The position accounts for 0.2% of the portfolio, ranked #29.

Keener Financial Planning first reported a position in SUSB in Q1 2024 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Keener Financial Planning held 22,259 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $556K as of Q2 2026.
Keener Financial Planning bought 751 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $18.8K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.2% of Keener Financial Planning's portfolio in Q2 2026, its #29 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 10 quarters since.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.