AllSquare 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.5K | Hold |
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2025
Q1 | $77K | Hold |
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|
2024
Q4 | $76.1K | Hold |
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2024
Q3 | $77.5K | Hold |
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|
2024
Q2 | $75.4K | Hold |
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|
2024
Q1 | $75.4K | Hold |
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|
2023
Q4 | $75.4K | Hold |
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|
2023
Q3 | $73.2K | Hold |
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|
2023
Q2 | $73.9K | Hold |
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|
2023
Q1 | $74.1K | Hold |
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|
2022
Q4 | $73.2K | Hold |
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|
2022
Q3 | $72K | Hold |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $76K | Hold |
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|
2021
Q4 | $79K | Hold |
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|
2021
Q3 | $80K | Hold |
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|
2021
Q2 | $80K | Hold |
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|
2021
Q1 | $80K | Hold |
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|
2020
Q4 | $81K | Buy |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $32K | Hold |
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|
2020
Q1 | $31K | Hold |
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|
2019
Q4 | $31K | Hold |
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|
2019
Q3 | $31K | Hold |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $31K | Buy |
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