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 Q2	$26.4K	Hold	1,142	–	–	﹤0.01%	606
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 $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NBT Bank's SUSC Position: Q2 2026 in Review

NBT Bank held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 1,142 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

NBT Bank first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.2K in Q3 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

NBT Bank held 1,142 shares of iShares ESG Aware USD Corporate Bond ETF worth $26.4K as of Q2 2026.
NBT Bank left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #606 holding.
NBT Bank first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
NBT Bank's iShares ESG Aware USD Corporate Bond ETF position peaked at $27.2K in Q3 2024.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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