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

XY Planning Network’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 		$1.56M Buy
+62,437
New +$1.56M 0.2% 108

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

XY Planning Network's SUSB Position: Q2 2026 in Review

XY Planning Network opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 62,437 shares worth $1.56M. The stake represents 0.2% of the portfolio and ranks #108 among its holdings.

105 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • XY Planning Network held 62,437 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.56M as of Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new XY Planning Network position in Q2 2026.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.2% of XY Planning Network's portfolio in Q2 2026, its #108 holding.
  • 105 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.