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

CGN 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 		$3.36M Buy
134,323
+6,372
+5% +$159K 0.25% 79
2026
Q1 		$3.21M Buy
127,951
+6,981
+6% +$176K 0.25% 79
2025
Q4 		$3.05M Buy
120,970
+6,214
+5% +$157K 0.24% 83
2025
Q3 		$2.9M Buy
114,756
+14,029
+14% +$353K 0.24% 90
2025
Q2 		$2.54M Buy
100,727
+1,922
+2% +$47.9K 0.23% 95
2025
Q1 		$2.47M Sell
98,805
-241
-0.2% -$5.98K 0.24% 96
2024
Q4 		$2.45M Buy
99,046
+7,225
+8% +$179K 0.24% 100
2024
Q3 		$2.31M Buy
91,821
+19,475
+27% +$484K 0.23% 104
2024
Q2 		$1.77M Buy
72,346
+35,296
+95% +$860K 0.21% 120
2024
Q1 		$907K Buy
37,050
+29
+0.1% +$709 0.12% 156
2023
Q4 		$906K Sell
37,021
-7,661
-17% -$184K 0.13% 154
2023
Q3 		$1.06M Buy
44,682
+13,078
+41% +$312K 0.14% 139
2023
Q2 		$756K Sell
31,604
-473
-1% -$11.4K 0.11% 152
2023
Q1 		$772K Sell
32,077
-15,776
-33% -$377K 0.12% 143
2022
Q4 		$1.14M Sell
47,853
-555
-1% -$13.1K 0.2% 129
2022
Q3 		$1.14M Buy
48,408
+8,371
+21% +$201K 0.29% 95
2022
Q2 		$964K Sell
40,037
-27,392
-41% -$664K 0.27% 91
2022
Q1 		$1.66M Buy
67,429
+36,442
+118% +$915K 0.41% 61
2021
Q4 		$795K Buy
30,987
+10,539
+52% +$271K 0.21% 107
2021
Q3 		$531K Sell
20,448
-12,364
-38% -$322K 0.17% 130
2021
Q2 		$854K Buy
32,812
+5,211
+19% +$136K 0.27% 82
2021
Q1 		$717K Buy
27,601
+5,926
+27% +$155K 0.26% 87
2020
Q4 		$567K Buy
+21,675
New +$566K 0.23% 101

Other funds holding SUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CGN Advisors's SUSB Position: Q2 2026 in Review

CGN Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 5% in Q2 2026, buying an estimated $159K and bringing the position to 134,323 shares worth $3.36M. The position accounts for 0.25% of the portfolio, ranked #79.

CGN Advisors first reported a position in SUSB in Q4 2020 and has held it in 23 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

  • CGN Advisors held 134,323 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.36M as of Q2 2026.
  • CGN Advisors bought 6,372 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $159K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.25% of CGN Advisors's portfolio in Q2 2026, its #79 holding.
  • CGN Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.