CX Institutional’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
EWA
CX Institutional's SUSB Position: Q2 2026 in Review
CX Institutional increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 4.2% in Q2 2026, buying an estimated $41.4K and bringing the position to 41,406 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #329.
CX Institutional first reported a position in SUSB in Q2 2018 and has held it in 33 quarters since. 350 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.
- CX Institutional held 41,406 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.03M as of Q2 2026.
- CX Institutional bought 1,656 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $41.4K.
- iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.03% of CX Institutional's portfolio in Q2 2026, its #329 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 33 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 CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.