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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Keener Financial Planning's SUSC Position: Q1 2026 in Review

Keener Financial Planning increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.19% in Q1 2026, buying an estimated $608 and bringing the position to 13,442 shares worth $311K. The position accounts for 0.13% of the portfolio, ranked #42.

Keener Financial Planning first reported a position in SUSC in Q4 2023 and has held it in 10 quarters since. The position peaked at $313K in Q4 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Keener Financial Planning held 13,442 shares of iShares ESG Aware USD Corporate Bond ETF worth $311K as of Q1 2026.
Keener Financial Planning bought 26 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $608.
iShares ESG Aware USD Corporate Bond ETF made up 0.13% of Keener Financial Planning's portfolio in Q1 2026, its #42 holding.
Keener Financial Planning first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Keener Financial Planning's iShares ESG Aware USD Corporate Bond ETF position peaked at $313K in Q4 2025.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.