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

Plancorp LLC’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
Q2 		$3.65M Hold
147,281
– – 0.09% 97
2026
Q1 		$3.69M Hold
147,281
– – 0.1% 75
2025
Q4 		$3.72M Hold
147,281
– – 0.11% 72
2025
Q3 		$3.73M Hold
147,281
– – 0.12% 73
2025
Q2 		$3.71M Hold
147,281
– – 0.13% 67
2025
Q1 		$3.68M Hold
147,281
– – 0.15% 60
2024
Q4 		$3.64M Hold
147,281
– – 0.15% 54
2024
Q3 		$3.71M Hold
147,281
– – 0.15% 52
2024
Q2 		$3.61M Hold
147,281
– – 0.16% 53
2024
Q1 		$3.61M Sell
147,281
-337
-0.2% -$8.23K 0.16% 52
2023
Q4 		$3.61M Buy
147,618
+6,720
+5% +$161K 0.17% 47
2023
Q3 		$3.35M Buy
140,898
+85,985
+157% +$2.05M 0.18% 48
2023
Q2 		$1.31M Buy
+54,913
New +$1.32M 0.07% 88
2022
Q3 		– Sell
-128,519
Closed -$3.1M – 246
2022
Q2 		$3.1M Buy
128,519
+97,520
+315% +$2.37M 0.2% 42
2022
Q1 		$764K Buy
+30,999
New +$778K 0.05% 116

Other funds holding SUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Plancorp LLC's SUSB Position: Q2 2026 in Review

Plancorp LLC held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q2 2026 at 147,281 shares worth $3.65M. The position accounts for 0.09% of the portfolio, ranked #97.

Plancorp LLC first reported a position in SUSB in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.73M in Q3 2025. 94 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Plancorp LLC held 147,281 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.65M as of Q2 2026.
  • Plancorp LLC left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.09% of Plancorp LLC's portfolio in Q2 2026, its #97 holding.
  • Plancorp LLC first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Plancorp LLC's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $3.73M in Q3 2025.
  • 94 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.