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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Canandaigua National Bank & Trust's SUSB Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026: 80,391 shares worth $2.01M. The stake represents 0.17% of the portfolio and ranks #117 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in SUSB as recently as Q4 2025.

Canandaigua National Bank & Trust first reported a position in SUSB in Q3 2018 and has held it in 9 quarters since. 281 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Canandaigua National Bank & Trust held 80,391 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.01M as of Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF was a new Canandaigua National Bank & Trust position in Q2 2026.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.17% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #117 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 9 quarters since.
281 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.