AE Wealth Management’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 | $84.5K | Sell |
3,357
-1
| -0% | -$25 | ﹤0.01% | 1521 |
|
|
2025
Q1 | $83.9K | Sell |
3,358
-1,396
| -29% | -$34.9K | ﹤0.01% | 1484 |
|
|
2024
Q4 | $117K | Buy |
+4,754
| New | +$117K | ﹤0.01% | 1396 |
|
|
2023
Q1 | – | Sell |
-11,111
| Closed | -$264K | – | 1994 |
|
|
2022
Q4 | $264K | Buy |
+11,111
| New | +$264K | ﹤0.01% | 1556 |
|
|
2022
Q1 | – | Sell |
-13,597
| Closed | -$349K | – | 1804 |
|
|
2021
Q4 | $349K | Buy |
13,597
+1,700
| +14% | +$43.6K | ﹤0.01% | 1392 |
|
|
2021
Q3 | $309K | Sell |
11,897
-2,937
| -20% | -$76.3K | ﹤0.01% | 1351 |
|
|
2021
Q2 | $386K | Buy |
+14,834
| New | +$386K | ﹤0.01% | 1234 |
|