AWP
Abacus Wealth Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $709K | Sell |
28,180
-49,211
| -64% | -$1.24M | 0.11% | 41 |
|
2025
Q1 | $1.93M | Buy |
77,391
+5,575
| +8% | +$139K | 0.29% | 19 |
|
2024
Q4 | $1.77M | Hold |
71,816
| – | – | 0.26% | 20 |
|
2024
Q3 | $1.81M | Hold |
71,816
| – | – | 0.27% | 19 |
|
2024
Q2 | $1.76M | Hold |
71,816
| – | – | 0.29% | 20 |
|
2024
Q1 | $1.76M | Buy |
+71,816
| New | +$1.76M | 0.29% | 21 |
|