Canandaigua National Bank & Trust’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Canandaigua National Bank & Trust’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 Q3	$2.05M	Buy	83,859 +3,468	+4%	+$85.9K	0.18%	115
2026 Q2	$2.01M	Buy	+80,391	New	+$2.01M	0.17%	117
2025 Q4	$1.95M	Sell	77,216 -980	-1%	-$24.8K	0.17%	119
2025 Q3	$1.98M	Buy	78,196 +194	+0.2%	+$4.89K	0.17%	119
2025 Q2	$1.96M	Buy	78,002 +2,620	+3%	+$65.3K	0.18%	117
2025 Q1	$1.88M	Buy	75,382 +679	+0.9%	+$16.9K	0.19%	120
2024 Q4	$1.85M	Buy	74,703 +2,103	+3%	+$52.2K	0.18%	122
2024 Q3	$1.83M	Buy	+72,600	New	+$1.81M	0.17%	132
2019 Q1	–	Sell	-33,757	Closed	-$825K	–	304
2018 Q4	$825K	Buy	33,757 +23,323	+224%	+$570K	0.17%	131
2018 Q3	$256K	Buy	+10,434	New	+$256K	0.05%	259

Other funds holding SUSB

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Canandaigua National Bank & Trust's SUSB Position: Q3 2026 in Review

Canandaigua National Bank & Trust increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.3% in Q3 2026, buying an estimated $85.9K and bringing the position to 83,859 shares worth $2.05M. The position accounts for 0.18% of the portfolio, ranked #115.

Canandaigua National Bank & Trust first reported a position in SUSB in Q3 2018 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

Canandaigua National Bank & Trust held 83,859 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.05M as of Q3 2026.
Canandaigua National Bank & Trust bought 3,468 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $85.9K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.18% of Canandaigua National Bank & Trust's portfolio in Q3 2026, its #115 holding.
Canandaigua National Bank & Trust first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2018 and has held it in 10 quarters since.
14 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.