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

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return