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

Keener Financial 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
Q2 		$491K Buy
21,246
+7,804
+58% +$180K 0.18% 32
2026
Q1 		$311K Buy
13,442
+26
+0.2% +$608 0.13% 42
2025
Q4 		$313K Buy
13,416
+3,043
+29% +$71.6K 0.14% 43
2025
Q3 		$244K Buy
10,373
+1,705
+20% +$39.7K 0.11% 42
2025
Q2 		$201K Buy
8,668
+33
+0.4% +$753 0.1% 50
2025
Q1 		$199K Buy
8,635
+710
+9% +$16.2K 0.13% 41
2024
Q4 		$180K Buy
7,925
+6,876
+655% +$159K 0.11% 49
2024
Q3 		$24K Sell
1,049
-33
-3% -$771 0.02% 109
2024
Q2 		$24K Buy
1,082
+5
+0.5% +$113 0.02% 110
2024
Q1 		$25K Buy
1,077
+439
+69% +$10.1K 0.02% 115
2023
Q4 		$15K Buy
+638
New +$14.1K 0.01% 130

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Keener Financial Planning increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 58% in Q2 2026, buying an estimated $180K and bringing the position to 21,246 shares worth $491K. The position accounts for 0.18% of the portfolio, ranked #32.

Keener Financial Planning first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Keener Financial Planning held 21,246 shares of iShares ESG Aware USD Corporate Bond ETF worth $491K as of Q2 2026.
  • Keener Financial Planning bought 7,804 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $180K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.18% of Keener Financial Planning's portfolio in Q2 2026, its #32 holding.
  • Keener Financial Planning first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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