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Valtinson Bruner Financial Planning’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Valtinson Bruner Financial Planning’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
2025
Q4 		– Sell
-8,856
Closed -$209K – 172
2025
Q3 		$209K Buy
+8,856
New +$206K 0.06% 155

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valtinson Bruner Financial Planning's SUSC Position: Q4 2025 in Review

Valtinson Bruner Financial Planning sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2025, closing a stake of 8,856 shares — an estimated $209K sold.

Valtinson Bruner Financial Planning first reported a position in SUSC in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

  • Valtinson Bruner Financial Planning reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 8,856 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $209K.
  • Valtinson Bruner Financial Planning first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Valtinson Bruner Financial Planning's iShares ESG Aware USD Corporate Bond ETF position peaked at $209K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on Valtinson Bruner Financial Planning's 13F filing for Q4 2025, filed 9 Feb 2026.