Annis Gardner Whiting Capital Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Sell |
730
-76
| -9% | -$1.77K | 0.01% | 593 |
|
|
2025
Q1 | $18.6K | Hold |
806
| – | – | 0.01% | 470 |
|
|
2024
Q4 | $18.3K | Sell |
806
-28
| -3% | -$636 | 0.01% | 452 |
|
|
2024
Q3 | $19.8K | Buy |
834
+458
| +122% | +$10.9K | 0.01% | 456 |
|
|
2024
Q2 | $8.54K | Hold |
376
| – | – | ﹤0.01% | 705 |
|
|
2024
Q1 | $8.65K | Hold |
376
| – | – | ﹤0.01% | 690 |
|
|
2023
Q4 | $8.75K | Hold |
376
| – | – | ﹤0.01% | 491 |
|
|
2023
Q3 | $8.18K | Buy |
+376
| New | +$8.18K | ﹤0.01% | 481 |
|