CIBC Private Wealth Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

CIBC Private Wealth Group’s Portfolio SUSC Stock Details SUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$67.7K	Buy	2,896 +2,810	+3,267%	+$66.1K	﹤0.01%	1662
2025 Q3	$2.03K	Hold	86	–	–	﹤0.01%	2728
2025 Q2	$2K	Hold	86	–	–	﹤0.01%	2640
2025 Q1	$1.93K	Hold	86	–	–	﹤0.01%	2697
2024 Q4	$1.94K	Hold	86	–	–	﹤0.01%	2707
2024 Q3	$2.05K	Hold	86	–	–	﹤0.01%	2796
2024 Q2	$1.97K	Sell	86 -354	-80%	-$8.01K	﹤0.01%	2759
2024 Q1	$10K	Buy	+440	New	+$10.1K	﹤0.01%	2272

Other funds holding SUSC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 3,267% in Q4 2025, buying an estimated $66.1K and bringing the position to 2,896 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

CIBC Private Wealth Group first reported a position in SUSC in Q1 2024 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

CIBC Private Wealth Group held 2,896 shares of iShares ESG Aware USD Corporate Bond ETF worth $67.7K as of Q4 2025.
CIBC Private Wealth Group bought 2,810 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $66.1K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1662 holding.
CIBC Private Wealth Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

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