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Cantor Fitzgerald Investment Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Cantor Fitzgerald Investment Advisors’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 		$649K Sell
25,959
-52
-0.2% -$1.3K 0.04% 146
2026
Q1 		$652K Sell
26,011
-6,384
-20% -$161K 0.05% 142
2025
Q4 		$818K Sell
32,395
-1,066
-3% -$26.9K 0.06% 140
2025
Q3 		$847K Buy
33,461
+844
+3% +$21.3K 0.06% 142
2025
Q2 		$821K Sell
32,617
-4,920
-13% -$123K 0.06% 140
2025
Q1 		$938K Sell
37,537
-4,793
-11% -$119K 0.07% 130
2024
Q4 		$1.05M Sell
42,330
-836
-2% -$20.8K 0.07% 130
2024
Q3 		$1.09M Sell
43,166
-1,552
-3% -$38.6K 0.07% 125
2024
Q2 		$1.1M Buy
44,718
+2,371
+6% +$57.8K 0.08% 113
2024
Q1 		$1.04M Sell
42,347
-632
-1% -$15.4K 0.08% 114
2023
Q4 		$1.05M Buy
+42,979
New +$1.03M 0.08% 114
2022
Q1 		$1.72M Sell
69,620
-20,774
-23% -$521K 0.08% 154
2021
Q4 		$2.32M Buy
90,394
+9,155
+11% +$236K 0.14% 126
2021
Q3 		$2.11M Buy
81,239
+32,019
+65% +$834K 0.16% 91
2021
Q2 		$1.28M Buy
49,220
+38,589
+363% +$1M 0.09% 101
2021
Q1 		$278K Hold
10,631
– – 0.04% 54
2020
Q4 		$278K Sell
10,631
-5,363
-34% -$140K 0.04% 55
2020
Q3 		$416K Sell
15,994
-1,838
-10% -$48K 0.07% 44
2020
Q2 		$464K Sell
17,832
-17,107
-49% -$438K 0.08% 43
2020
Q1 		$871K Buy
34,939
+17,669
+102% +$446K 0.16% 33
2019
Q4 		$439K Buy
17,270
+2,648
+18% +$67.3K 0.07% 37
2019
Q3 		$372K Buy
14,622
+3,618
+33% +$91.8K 0.06% 39
2019
Q2 		$279K Buy
11,004
+1,021
+10% +$25.6K 0.04% 46
2019
Q1 		$250K Buy
+9,983
New +$247K 0.04% 46

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's SUSB Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.2% in Q2 2026, selling an estimated $1.3K and leaving 25,959 shares worth $649K. The position accounts for 0.04% of the portfolio, ranked #146.

Cantor Fitzgerald Investment Advisors first reported a position in SUSB in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.32M in Q4 2021. 235 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • Cantor Fitzgerald Investment Advisors held 25,959 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $649K as of Q2 2026.
  • Cantor Fitzgerald Investment Advisors sold 52 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $1.3K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.04% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #146 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and has held it in 24 quarters since.
  • Cantor Fitzgerald Investment Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $2.32M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.