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Bangor Savings Bank’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bangor Savings Bank’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 		$8.57K Hold
370
– – ﹤0.01% 437
2026
Q1 		$8.56K Hold
370
– – ﹤0.01% 435
2025
Q4 		$8.65K Hold
370
– – ﹤0.01% 455
2025
Q3 		$8.72K Hold
370
– – ﹤0.01% 452
2025
Q2 		$8.6K Hold
370
– – ﹤0.01% 429
2025
Q1 		$8.53K Hold
370
– – ﹤0.01% 425
2024
Q4 		$8.41K Hold
370
– – ﹤0.01% 447
2024
Q3 		$8.8K Sell
370
-523
-59% -$12.2K ﹤0.01% 440
2024
Q2 		$20.3K Hold
893
– – ﹤0.01% 363
2024
Q1 		$20.5K Hold
893
– – ﹤0.01% 364
2023
Q4 		$20.8K Sell
893
-34
-4% -$751 ﹤0.01% 372
2023
Q3 		$20.2K Hold
927
– – ﹤0.01% 375
2023
Q2 		$21.1K Hold
927
– – ﹤0.01% 381
2023
Q1 		$21.3K Hold
927
– – ﹤0.01% 373
2022
Q4 		$21K Hold
927
– – ﹤0.01% 374
2022
Q3 		$20K Hold
927
– – ﹤0.01% 380
2022
Q2 		$21K Buy
+927
New +$22K ﹤0.01% 372

Other funds holding SUSC

CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
B
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return