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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NBT Bank's SUSB Position: Q1 2026 in Review

NBT Bank increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 564% in Q1 2026, buying an estimated $3.55K and bringing the position to 166 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

NBT Bank first reported a position in SUSB in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.2K in Q3 2025. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

NBT Bank held 166 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $4.16K as of Q1 2026.
NBT Bank bought 141 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $3.55K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #748 holding.
NBT Bank first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
NBT Bank's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $4.2K in Q3 2025.
309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.