LifePlan Investment Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,071	Closed	-$249K	–	103
2024 Q4	$249K	Buy	+10,071	New	+$249K	0.15%	83