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PDS Planning’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

PDS Planning’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$238K Buy
9,491
+393
+4% +$9.91K 0.02% 462
2025
Q4 		$230K Buy
9,098
+333
+4% +$8.41K 0.02% 466
2025
Q3 		$222K Buy
8,765
+96
+1% +$2.42K 0.02% 468
2025
Q2 		$218K Sell
8,669
-155
-2% -$3.87K 0.02% 455
2025
Q1 		$221K Buy
8,824
+64
+0.7% +$1.59K 0.02% 407
2024
Q4 		$216K Buy
8,760
+144
+2% +$3.58K 0.02% 383
2024
Q3 		$217K Buy
8,616
+154
+2% +$3.83K 0.02% 386
2024
Q2 		$207K Buy
+8,462
New +$206K 0.02% 353
2023
Q2 		– Sell
-13,741
Closed -$331K – 349
2023
Q1 		$331K Sell
13,741
-177
-1% -$4.24K 0.05% 177
2022
Q4 		$331K Sell
13,918
-313
-2% -$7.39K 0.05% 138
2022
Q3 		$334K Buy
14,231
+72
+0.5% +$1.73K 0.06% 123
2022
Q2 		$341K Sell
14,159
-223
-2% -$5.41K 0.06% 124
2022
Q1 		$354K Sell
14,382
-133
-0.9% -$3.34K 0.06% 128
2021
Q4 		$372K Buy
14,515
+736
+5% +$19K 0.07% 118
2021
Q3 		$358K Sell
13,779
-433
-3% -$11.3K 0.08% 116
2021
Q2 		$370K Sell
14,212
-607
-4% -$15.8K 0.09% 109
2021
Q1 		$385K Buy
14,819
+2,719
+22% +$70.9K 0.11% 95
2020
Q4 		$317K Sell
12,100
-217
-2% -$5.67K 0.11% 101
2020
Q3 		$322K Buy
12,317
+44
+0.4% +$1.15K 0.13% 89
2020
Q2 		$319K Sell
12,273
-2,068
-14% -$53K 0.14% 87
2020
Q1 		$357K Sell
14,341
-751
-5% -$19K 0.23% 59
2019
Q4 		$384K Buy
15,092
+105
+0.7% +$2.67K 0.24% 63
2019
Q3 		$381K Buy
14,987
+69
+0.5% +$1.75K 0.26% 59
2019
Q2 		$378K Buy
14,918
+62
+0.4% +$1.55K 0.28% 56
2019
Q1 		$372K Sell
14,856
-1,563
-10% -$38.6K 0.29% 55
2018
Q4 		$401K Buy
+16,419
New +$401K 0.34% 45

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PDS Planning's SUSB Position: Q1 2026 in Review

PDS Planning increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.3% in Q1 2026, buying an estimated $9.91K and bringing the position to 9,491 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #462.

PDS Planning first reported a position in SUSB in Q4 2018 and has held it in 26 quarters since. The position peaked at $401K in Q4 2018. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

  • PDS Planning held 9,491 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $238K as of Q1 2026.
  • PDS Planning bought 393 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $9.91K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of PDS Planning's portfolio in Q1 2026, its #462 holding.
  • PDS Planning first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2018 and has held it in 26 quarters since.
  • PDS Planning's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $401K in Q4 2018.
  • 309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.