Advisornet Financial’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
8,970
+5,717
| +176% | +$144K | 0.01% | 542 |
|
|
2025
Q1 | $81.3K | Buy |
3,253
+110
| +3% | +$2.75K | 0.01% | 784 |
|
|
2024
Q4 | $77.6K | Sell |
3,143
-139
| -4% | -$3.43K | 0.01% | 744 |
|
|
2024
Q3 | $82.6K | Buy |
3,282
+170
| +5% | +$4.28K | 0.01% | 751 |
|
|
2024
Q2 | $76.2K | Buy |
3,112
+12
| +0.4% | +$294 | 0.01% | 699 |
|
|
2024
Q1 | $75.9K | Sell |
3,100
-1,894
| -38% | -$46.4K | 0.01% | 704 |
|
|
2023
Q4 | $122K | Sell |
4,994
-5,066
| -50% | -$124K | 0.01% | 592 |
|
|
2023
Q3 | $239K | Buy |
10,060
+9
| +0.1% | +$214 | 0.02% | 417 |
|
|
2023
Q2 | $240K | Sell |
10,051
-75
| -0.7% | -$1.79K | 0.02% | 447 |
|
|
2023
Q1 | $244K | Buy |
10,126
+679
| +7% | +$16.3K | 0.02% | 431 |
|
|
2022
Q4 | $225K | Buy |
9,447
+180
| +2% | +$4.28K | 0.02% | 451 |
|
|
2022
Q3 | $218K | Hold |
9,267
| – | – | 0.02% | 483 |
|
|
2022
Q2 | $223K | Sell |
9,267
-419
| -4% | -$10.1K | 0.02% | 477 |
|
|
2022
Q1 | $239K | Buy |
9,686
+5,917
| +157% | +$146K | 0.01% | 516 |
|
|
2021
Q4 | $97K | Sell |
3,769
-553
| -13% | -$14.2K | 0.01% | 821 |
|
|
2021
Q3 | $112K | Buy |
4,322
+3,755
| +662% | +$97.3K | 0.01% | 746 |
|
|
2021
Q2 | $15K | Buy |
567
+337
| +147% | +$8.92K | ﹤0.01% | 1316 |
|
|
2021
Q1 | $6K | Hold |
230
| – | – | ﹤0.01% | 1466 |
|
|
2020
Q4 | $6K | Sell |
230
-861
| -79% | -$22.5K | ﹤0.01% | 1402 |
|
|
2020
Q3 | $28K | Buy |
1,091
+412
| +61% | +$10.6K | ﹤0.01% | 989 |
|
|
2020
Q2 | $18K | Hold |
679
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q1 | $17K | Sell |
679
-2,021
| -75% | -$50.6K | ﹤0.01% | 1107 |
|
|
2019
Q4 | $69K | Hold |
2,700
| – | – | 0.01% | 787 |
|
|
2019
Q3 | $69K | Hold |
2,700
| – | – | 0.01% | 787 |
|
|
2019
Q2 | $68K | Hold |
2,700
| – | – | 0.01% | 711 |
|
|
2019
Q1 | $68K | Hold |
2,700
| – | – | 0.01% | 656 |
|
|
2018
Q4 | $66K | Buy |
+2,700
| New | +$66K | 0.01% | 618 |
|