Cardinal Point Capital Management
SUSB icon

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
Q3 		$2.59M Buy
106,012
+15,011
+16% +$372K 0.14% 74
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

Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Integris Wealth Management
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Cardinal Point Capital Management's SUSB Position: Q3 2026 in Review

Cardinal Point Capital Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 16% in Q3 2026, buying an estimated $372K and bringing the position to 106,012 shares worth $2.59M. The position accounts for 0.14% of the portfolio, ranked #74.

Cardinal Point Capital Management first reported a position in SUSB in Q4 2022 and has held it in 16 quarters since. 89 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • Cardinal Point Capital Management held 106,012 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $2.59M as of Q3 2026.
  • Cardinal Point Capital Management bought 15,011 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $372K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.14% of Cardinal Point Capital Management's portfolio in Q3 2026, its #74 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 16 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.