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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

IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
PL
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return