Ancora Advisors’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 | $108K | Hold |
4,283
| – | – | ﹤0.01% | 849 |
|
|
2025
Q1 | $107K | Hold |
4,283
| – | – | ﹤0.01% | 831 |
|
|
2024
Q4 | $106K | Hold |
4,283
| – | – | ﹤0.01% | 823 |
|
|
2024
Q3 | $108K | Sell |
4,283
-14
| -0.3% | -$352 | ﹤0.01% | 793 |
|
|
2024
Q2 | $105K | Hold |
4,297
| – | – | ﹤0.01% | 771 |
|
|
2024
Q1 | $105K | Hold |
4,297
| – | – | ﹤0.01% | 780 |
|
|
2023
Q4 | $105K | Hold |
4,297
| – | – | ﹤0.01% | 762 |
|
|
2023
Q3 | $102K | Sell |
4,297
-263
| -6% | -$6.25K | ﹤0.01% | 754 |
|
|
2023
Q2 | $109K | Sell |
4,560
-162
| -3% | -$3.87K | ﹤0.01% | 741 |
|
|
2023
Q1 | $114K | Hold |
4,722
| – | – | ﹤0.01% | 733 |
|
|
2022
Q4 | $112K | Sell |
4,722
-162
| -3% | -$3.84K | ﹤0.01% | 783 |
|
|
2022
Q3 | $115K | Sell |
4,884
-72
| -1% | -$1.7K | ﹤0.01% | 828 |
|
|
2022
Q2 | $119K | Hold |
4,956
| – | – | ﹤0.01% | 884 |
|
|
2022
Q1 | $122K | Sell |
4,956
-404
| -8% | -$9.95K | ﹤0.01% | 945 |
|
|
2021
Q4 | $137K | Sell |
5,360
-108
| -2% | -$2.76K | ﹤0.01% | 917 |
|
|
2021
Q3 | $142K | Buy |
5,468
+1,032
| +23% | +$26.8K | ﹤0.01% | 871 |
|
|
2021
Q2 | $116K | Buy |
4,436
+3,227
| +267% | +$84.4K | ﹤0.01% | 855 |
|
|
2021
Q1 | $31K | Buy |
+1,209
| New | +$31K | ﹤0.01% | 1163 |
|