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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
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

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 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

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

XY Planning Network increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 8.5% in Q2 2026, buying an estimated $28.2K and bringing the position to 15,596 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #257.

XY Planning Network first reported a position in SUSC in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • XY Planning Network held 15,596 shares of iShares ESG Aware USD Corporate Bond ETF worth $361K as of Q2 2026.
  • XY Planning Network bought 1,218 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $28.2K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #257 holding.
  • XY Planning Network first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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