NBT Bank’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

NBT Bank’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
2026 Q1	$26.4K	Buy	1,142 +1,119	+4,865%	+$26.2K	﹤0.01%	570
2025 Q4	$26.7K	Sell	23 -1	-4%	-$24	﹤0.01%	571
2025 Q3	$26.9K	Sell	24 -1,118	-98%	-$26K	﹤0.01%	569
2025 Q2	$26.5K	Hold	1,142	–	–	﹤0.01%	563
2025 Q1	$26.3K	Hold	1,142	–	–	﹤0.01%	563
2024 Q4	$25.9K	Hold	1,142	–	–	﹤0.01%	572
2024 Q3	$27.2K	Buy	1,142 +630	+123%	+$14.7K	﹤0.01%	590
2024 Q2	$11.6K	Hold	512	–	–	﹤0.01%	466
2024 Q1	$11.8K	Hold	512	–	–	﹤0.01%	471
2023 Q4	$11.9K	Buy	+512	New	+$11.3K	﹤0.01%	456

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NBT Bank's SUSC Position: Q1 2026 in Review

NBT Bank increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4,865% in Q1 2026, buying an estimated $26.2K and bringing the position to 1,142 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

NBT Bank first reported a position in SUSC in Q4 2023 and has held it in 10 quarters since. The position peaked at $27.2K in Q3 2024. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

NBT Bank held 1,142 shares of iShares ESG Aware USD Corporate Bond ETF worth $26.4K as of Q1 2026.
NBT Bank bought 1,119 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $26.2K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #570 holding.
NBT Bank first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's iShares ESG Aware USD Corporate Bond ETF position peaked at $27.2K in Q3 2024.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

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