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

LifePlan Investment Advisors’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	$781K	Sell	33,753 -17,607	-34%	-$407K	0.27%	80
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

Other funds holding SUSC

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LifePlan Investment Advisors's SUSC Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 34% in Q2 2026, selling an estimated $407K and leaving 33,753 shares worth $781K. The position accounts for 0.27% of the portfolio, ranked #80.

LifePlan Investment Advisors first reported a position in SUSC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.19M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

LifePlan Investment Advisors held 33,753 shares of iShares ESG Aware USD Corporate Bond ETF worth $781K as of Q2 2026.
LifePlan Investment Advisors sold 17,607 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $407K.
iShares ESG Aware USD Corporate Bond ETF made up 0.27% of LifePlan Investment Advisors's portfolio in Q2 2026, its #80 holding.
LifePlan Investment Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.19M in Q1 2026.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.