Allworth Financial’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 | $2.85M | Sell |
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|
2025
Q1 | $3.06M | Sell |
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|
2024
Q4 | $3.14M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $158K | Sell |
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|
2023
Q2 | $182K | Sell |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $142K | Buy |
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|
2022
Q3 | $53K | Buy |
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|
2022
Q2 | $45K | Buy |
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