AWM
AllSquare Wealth Management’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 | $77.5K | Hold |
3,080
| – | – | 0.04% | 177 |
|
|
2025
Q1 | $77K | Hold |
3,080
| – | – | 0.05% | 170 |
|
|
2024
Q4 | $76.1K | Hold |
3,080
| – | – | 0.04% | 171 |
|
|
2024
Q3 | $77.5K | Hold |
3,080
| – | – | 0.04% | 171 |
|
|
2024
Q2 | $75.4K | Hold |
3,080
| – | – | 0.05% | 172 |
|
|
2024
Q1 | $75.4K | Hold |
3,080
| – | – | 0.04% | 179 |
|
|
2023
Q4 | $75.4K | Hold |
3,080
| – | – | 0.05% | 169 |
|
|
2023
Q3 | $73.2K | Hold |
3,080
| – | – | 0.05% | 166 |
|
|
2023
Q2 | $73.9K | Hold |
3,080
| – | – | 0.05% | 171 |
|
|
2023
Q1 | $74.1K | Hold |
3,080
| – | – | 0.05% | 172 |
|
|
2022
Q4 | $73.2K | Hold |
3,080
| – | – | 0.05% | 164 |
|
|
2022
Q3 | $72K | Hold |
3,080
| – | – | 0.05% | 155 |
|
|
2022
Q2 | $74K | Hold |
3,080
| – | – | 0.05% | 161 |
|
|
2022
Q1 | $76K | Hold |
3,080
| – | – | 0.05% | 174 |
|
|
2021
Q4 | $79K | Hold |
3,080
| – | – | 0.05% | 175 |
|
|
2021
Q3 | $80K | Hold |
3,080
| – | – | 0.05% | 177 |
|
|
2021
Q2 | $80K | Hold |
3,080
| – | – | 0.05% | 183 |
|
|
2021
Q1 | $80K | Hold |
3,080
| – | – | 0.05% | 171 |
|
|
2020
Q4 | $81K | Buy |
3,080
+1,849
| +150% | +$48.6K | 0.05% | 158 |
|
|
2020
Q3 | $32K | Hold |
1,231
| – | – | 0.02% | 237 |
|
|
2020
Q2 | $32K | Hold |
1,231
| – | – | 0.02% | 223 |
|
|
2020
Q1 | $31K | Hold |
1,231
| – | – | 0.03% | 204 |
|
|
2019
Q4 | $31K | Hold |
1,231
| – | – | 0.02% | 232 |
|
|
2019
Q3 | $31K | Hold |
1,231
| – | – | 0.02% | 229 |
|
|
2019
Q2 | $31K | Hold |
1,231
| – | – | 0.02% | 234 |
|
|
2019
Q1 | $31K | Buy |
+1,231
| New | +$31K | 0.02% | 236 |
|