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

CX Institutional’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 		$591K Sell
24,195
-17,211
-42% -$426K 0.02% 436
2026
Q2 		$1.03M Buy
41,406
+1,656
+4% +$41.4K 0.03% 329
2026
Q1 		$996K Buy
39,750
+832
+2% +$21K 0.03% 342
2025
Q4 		$982K Buy
38,918
+4,156
+12% +$105K 0.03% 290
2025
Q3 		$880K Buy
34,762
+801
+2% +$20.2K 0.03% 320
2025
Q2 		$855K Buy
33,961
+145
+0.4% +$3.62K 0.03% 285
2025
Q1 		$845K Buy
33,816
+13,383
+65% +$332K 0.03% 296
2024
Q4 		$505K Buy
20,433
+7,221
+55% +$179K 0.02% 342
2024
Q3 		$332K Sell
13,212
-38
-0.3% -$945 0.01% 448
2024
Q2 		$324K Sell
13,250
-3,654
-22% -$89K 0.02% 442
2024
Q1 		$413K Buy
16,904
+2,112
+14% +$51.6K 0.02% 392
2023
Q4 		$362K Sell
14,792
-8,545
-37% -$205K 0.02% 366
2023
Q3 		$553K Sell
23,337
-11,513
-33% -$275K 0.03% 319
2023
Q2 		$833K Buy
34,850
+1,405
+4% +$33.7K 0.04% 297
2023
Q1 		$806K Buy
33,445
+237
+0.7% +$5.67K 0.04% 305
2022
Q4 		$789K Buy
33,208
+12,350
+59% +$291K 0.05% 307
2022
Q3 		$490K Buy
20,858
+666
+3% +$16K 0.03% 337
2022
Q2 		$486K Sell
20,192
-2,820
-12% -$68.4K 0.04% 342
2022
Q1 		$567K Buy
23,012
+84
+0.4% +$2.11K 0.05% 262
2021
Q4 		$588K Sell
22,928
-50
-0.2% -$1.29K 0.05% 235
2021
Q3 		$597K Buy
22,978
+116
+0.5% +$3.02K 0.05% 241
2021
Q2 		$595K Sell
22,862
-10,105
-31% -$263K 0.05% 231
2021
Q1 		$856K Buy
32,967
+3,516
+12% +$91.7K 0.08% 207
2020
Q4 		$771K Sell
29,451
-6,386
-18% -$167K 0.07% 215
2020
Q3 		$935K Buy
35,837
+16,985
+90% +$443K 0.1% 173
2020
Q2 		$490K Buy
18,852
+15,597
+479% +$400K 0.06% 196
2020
Q1 		$81K Buy
3,255
+2,092
+180% +$52.8K 0.01% 284
2019
Q4 		$30K Hold
1,163
– – 0.01% 318
2019
Q3 		$30K Buy
1,163
+16
+1% +$406 ﹤0.01% 334
2019
Q2 		$29K Hold
1,147
– – ﹤0.01% 372
2019
Q1 		$29K Hold
1,147
– – 0.01% 369
2018
Q4 		$28K Hold
1,147
– – 0.01% 296
2018
Q3 		$28K Buy
1,147
+590
+106% +$14.5K 0.01% 216
2018
Q2 		$14K Buy
+557
New +$13.7K 0.01% 216

Other funds holding SUSB

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CX Institutional's SUSB Position: Q3 2026 in Review

CX Institutional reduced its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 42% in Q3 2026, selling an estimated $426K and leaving 24,195 shares worth $591K. The position accounts for 0.02% of the portfolio, ranked #436.

CX Institutional first reported a position in SUSB in Q2 2018 and has held it in 34 quarters since. The position peaked at $1.03M in Q2 2026. 14 funds tracked by Wall St. Rank hold SUSB as of Q3 2026.

  • CX Institutional held 24,195 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $591K as of Q3 2026.
  • CX Institutional sold 17,211 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2026, an estimated $426K.
  • iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #436 holding.
  • CX Institutional first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2018 and has held it in 34 quarters since.
  • CX Institutional's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $1.03M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.