Aprio 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
29,794
-1,626
| -5% | -$40.9K | 0.08% | 134 |
|
|
2025
Q1 | $785K | Buy |
31,420
+586
| +2% | +$14.6K | 0.1% | 129 |
|
|
2024
Q4 | $762K | Buy |
30,834
+445
| +1% | +$11K | 0.11% | 103 |
|
|
2024
Q3 | $765K | Buy |
30,389
+40
| +0.1% | +$1.01K | 0.12% | 96 |
|
|
2024
Q2 | $743K | Sell |
30,349
-9,729
| -24% | -$238K | 0.14% | 90 |
|
|
2024
Q1 | $981K | Sell |
40,078
-22,642
| -36% | -$554K | 0.19% | 66 |
|
|
2023
Q4 | $1.54M | Buy |
62,720
+42,205
| +206% | +$1.03M | 0.34% | 42 |
|
|
2023
Q3 | $488K | Buy |
20,515
+788
| +4% | +$18.7K | 0.13% | 86 |
|
|
2023
Q2 | $472K | Buy |
19,727
+730
| +4% | +$17.5K | 0.13% | 79 |
|
|
2023
Q1 | $457K | Buy |
+18,997
| New | +$457K | 0.14% | 71 |
|