AE Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $250K | Sell |
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2024
Q3 | $335K | Sell |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $877K | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $970K | Buy |
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|
2022
Q4 | $729K | Buy |
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|
2022
Q3 | $690K | Buy |
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|
2022
Q2 | $594K | Buy |
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|
2022
Q1 | $499K | Buy |
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