XY Planning Network
SUSC icon

XY Planning Network’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

XY Planning Network’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
Q3 		$344K Buy
15,680
+84
+0.5% +$1.9K 0.04% 301
2026
Q2 		$361K Buy
15,596
+1,218
+8% +$28.2K 0.05% 257
2026
Q1 		$331K Buy
14,378
+35
+0.2% +$818 0.05% 221
2025
Q4 		$335K Buy
+14,343
New +$337K 0.06% 202

Other funds holding SUSC

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
Birchbrook
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

XY Planning Network's SUSC Position: Q3 2026 in Review

XY Planning Network increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.54% in Q3 2026, buying an estimated $1.9K and bringing the position to 15,680 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #301.

XY Planning Network first reported a position in SUSC in Q4 2025 and has held it in 4 quarters since. The position peaked at $361K in Q2 2026. 76 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • XY Planning Network held 15,680 shares of iShares ESG Aware USD Corporate Bond ETF worth $344K as of Q3 2026.
  • XY Planning Network bought 84 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $1.9K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #301 holding.
  • XY Planning Network first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's iShares ESG Aware USD Corporate Bond ETF position peaked at $361K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.