CIBC Private Wealth Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$37.1K	Hold	1,470	–	–	﹤0.01%	1913
2025 Q3	$37.2K	Hold	1,470	–	–	﹤0.01%	1919
2025 Q2	$37K	Hold	1,470	–	–	﹤0.01%	1783
2025 Q1	$36.3K	Hold	1,470	–	–	﹤0.01%	1755
2024 Q4	$36.3K	Hold	1,470	–	–	﹤0.01%	1802
2024 Q3	$37K	Hold	1,470	–	–	﹤0.01%	1884
2024 Q2	$36.1K	Hold	1,470	–	–	﹤0.01%	1799
2024 Q1	$35.8K	Buy	+1,470	New	+$35.9K	﹤0.01%	1807

Other funds holding SUSB

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

CIBC Private Wealth Group's SUSB Position: Q4 2025 in Review

CIBC Private Wealth Group held its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) position steady in Q4 2025 at 1,470 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

CIBC Private Wealth Group first reported a position in SUSB in Q1 2024 and has held it in 8 quarters since. The position peaked at $37.2K in Q3 2025. 307 funds tracked by Wall St. Rank hold SUSB as of Q4 2025.

CIBC Private Wealth Group held 1,470 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $37.1K as of Q4 2025.
CIBC Private Wealth Group left its iShares ESG Aware 1-5 Year USD Corporate Bond ETF share count unchanged in Q4 2025.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1913 holding.
CIBC Private Wealth Group first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $37.2K in Q3 2025.
307 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.