Spectrum Planning & Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Spectrum Planning & Advisory Services’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	$343K	Sell	14,807 -4,754	-24%	-$110K	0.15%	80
2026 Q1	$453K	Sell	19,561 -1,069	-5%	-$25K	0.22%	63
2025 Q4	$482K	Buy	20,630 +209	+1%	+$4.92K	0.25%	63
2025 Q3	$481K	Buy	20,421 +1,478	+8%	+$34.4K	0.27%	60
2025 Q2	$440K	Sell	18,943 -419	-2%	-$9.56K	0.28%	57
2025 Q1	$446K	Buy	19,362 +2,383	+14%	+$54.5K	0.37%	43
2024 Q4	$386K	Sell	16,979 -170	-1%	-$3.94K	0.33%	41
2024 Q3	$408K	Buy	+17,149	New	+$401K	0.39%	36
2021 Q2	–	Sell	-7,756	Closed	-$209K	–	49
2021 Q1	$209K	Sell	7,756 -105	-1%	-$2.89K	0.21%	45
2020 Q4	$223K	Buy	+7,861	New	+$220K	0.24%	39

Other funds holding SUSC

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Spectrum Planning & Advisory Services's SUSC Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 24% in Q2 2026, selling an estimated $110K and leaving 14,807 shares worth $343K. The position accounts for 0.15% of the portfolio, ranked #80.

Spectrum Planning & Advisory Services first reported a position in SUSC in Q4 2020 and has held it in 10 quarters since. The position peaked at $482K in Q4 2025. 46 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Spectrum Planning & Advisory Services held 14,807 shares of iShares ESG Aware USD Corporate Bond ETF worth $343K as of Q2 2026.
Spectrum Planning & Advisory Services sold 4,754 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $110K.
iShares ESG Aware USD Corporate Bond ETF made up 0.15% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #80 holding.
Spectrum Planning & Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 10 quarters since.
Spectrum Planning & Advisory Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $482K in Q4 2025.
46 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.