LifePlan Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Buy	51,360 +2,069	+4%	+$48.4K	0.47%	59
2025 Q4	$1.15M	Buy	49,291 +2,212	+5%	+$52K	0.47%	55
2025 Q3	$1.11M	Buy	47,079 +2,425	+5%	+$56.5K	0.47%	55
2025 Q2	$1.04M	Buy	44,654 +5,760	+15%	+$131K	0.52%	54
2025 Q1	$897K	Buy	38,894 +4,238	+12%	+$97K	0.52%	52
2024 Q4	$787K	Buy	34,656 +11,167	+48%	+$259K	0.49%	50
2024 Q3	$559K	Sell	23,489 -190	-0.8%	-$4.44K	0.36%	52
2024 Q2	$538K	Buy	23,679 +241	+1%	+$5.45K	0.39%	54
2024 Q1	$539K	Buy	23,438 +3,019	+15%	+$69.2K	0.43%	48
2023 Q4	$475K	Buy	20,419 +3,921	+24%	+$86.7K	0.43%	42
2023 Q3	$359K	Sell	16,498 -705	-4%	-$15.7K	0.38%	45
2023 Q2	$391K	Buy	+17,203	New	+$392K	0.44%	38