Cardinal Point Capital Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Cardinal Point Capital Management’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	$2.27M	Buy	91,001 +275	+0.3%	+$6.87K	0.13%	83
2026 Q1	$2.27M	Buy	90,726 +10,448	+13%	+$263K	0.14%	75
2025 Q4	$2.03M	Buy	80,278 +2,195	+3%	+$55.5K	0.13%	82
2025 Q3	$1.98M	Buy	78,083 +4,465	+6%	+$112K	0.14%	81
2025 Q2	$1.85M	Buy	73,618 +19,170	+35%	+$478K	0.15%	74
2025 Q1	$1.36M	Sell	54,448 -3,185	-6%	-$79.1K	0.13%	78
2024 Q4	$1.42M	Buy	57,633 +5,050	+10%	+$125K	0.23%	28
2024 Q3	$1.32M	Buy	52,583 +1,940	+4%	+$48.2K	0.22%	28
2024 Q2	$1.24M	Sell	50,643 -8,770	-15%	-$214K	0.22%	29
2024 Q1	$1.45M	Sell	59,413 -1,310	-2%	-$32K	0.28%	23
2023 Q4	$1.49M	Buy	60,723 +420	+0.7%	+$10.1K	0.36%	19
2023 Q3	$1.43M	Hold	60,303	–	–	0.38%	18
2023 Q2	$1.44M	Buy	60,303 +430	+0.7%	+$10.3K	0.43%	18
2023 Q1	$1.44M	Sell	59,873 -9,805	-14%	-$235K	0.44%	20
2022 Q4	$1.66M	Buy	+69,678	New	+$1.64M	0.57%	18

Other funds holding SUSB

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cardinal Point Capital Management's SUSB Position: Q2 2026 in Review

Cardinal Point Capital Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 0.3% in Q2 2026, buying an estimated $6.87K and bringing the position to 91,001 shares worth $2.27M. The position accounts for 0.13% of the portfolio, ranked #83.

Cardinal Point Capital Management first reported a position in SUSB in Q4 2022 and has held it in 15 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Cardinal Point Capital Management held 91,001 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.27M as of Q2 2026.
Cardinal Point Capital Management bought 275 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $6.87K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.13% of Cardinal Point Capital Management's portfolio in Q2 2026, its #83 holding.
Cardinal Point Capital Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.