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

NBT Bank’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	–	Sell	-166	Closed	-$4.16K	–	1151
2026 Q1	$4.16K	Buy	166 +141	+564%	+$3.55K	﹤0.01%	748
2025 Q4	$4.19K	Hold	25	–	–	﹤0.01%	725
2025 Q3	$4.2K	Sell	25 -141	-85%	-$3.55K	﹤0.01%	742
2025 Q2	$4.18K	Hold	166	–	–	﹤0.01%	708
2025 Q1	$4.15K	Hold	166	–	–	﹤0.01%	722
2024 Q4	$4.1K	Hold	166	–	–	﹤0.01%	712
2024 Q3	$4.18K	Buy	+166	New	+$4.13K	﹤0.01%	746

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

NBT Bank's SUSB Position: Q2 2026 in Review

NBT Bank sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2026, closing a stake of 166 shares — an estimated $4.16K sold.

NBT Bank first reported a position in SUSB in Q3 2024 and held it in 7 quarters. The position peaked at $4.2K in Q3 2025. 353 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

NBT Bank reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
NBT Bank sold 166 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $4.16K.
NBT Bank first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
NBT Bank's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $4.2K in Q3 2025.
353 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.