Bank of Montreal’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bank of Montreal’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
2025 Q3	–	Sell	-22,121	Closed	-$557K	–	3796
2025 Q2	$557K	Buy	22,121 +9,763	+79%	+$243K	﹤0.01%	2221
2025 Q1	$309K	Buy	+12,358	New	+$307K	﹤0.01%	2498
2024 Q3	–	Sell	-48,906	Closed	-$1.2M	–	4219
2024 Q2	$1.2M	Hold	48,906	–	–	﹤0.01%	1929
2024 Q1	$1.2M	Buy	48,906 +34,991	+251%	+$855K	﹤0.01%	1905
2023 Q4	$362K	Buy	+13,915	New	+$334K	﹤0.01%	2735
2021 Q1	–	Sell	-299	Closed	-$8K	–	5333
2020 Q4	$8K	Buy	+299	New	+$7.8K	﹤0.01%	4706

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of Montreal's SUSB Position: Q3 2025 in Review

Bank of Montreal sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2025, closing a stake of 22,121 shares — an estimated $557K sold.

Bank of Montreal first reported a position in SUSB in Q4 2020 and held it in 6 quarters. The position peaked at $1.2M in Q2 2024. 289 funds tracked by Wall St. Rank hold SUSB as of Q3 2025.

Bank of Montreal reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Bank of Montreal sold 22,121 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2025, an estimated $557K.
Bank of Montreal first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
Bank of Montreal's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.2M in Q2 2024.
289 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.