Aprio Wealth Management’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
Q3 | $684K | Buy |
|
|||||
|
2025
Q2 | $667K | Buy |
|
|||||
|
2025
Q1 | $582K | Sell |
|
|||||
|
2024
Q4 | $790K | Buy |
|
|||||
|
2024
Q3 | $816K | Buy |
|
|||||
|
2024
Q2 | $778K | Buy |
|
|||||
|
2024
Q1 | $554K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $1.03M | Buy |
|
|||||
|
2023
Q2 | $755K | Buy |
|
|||||
|
2023
Q1 | $737K | Sell |
|
|||||
|
2022
Q4 | $913K | Buy |
|
|||||
|
2022
Q3 | $215K | Buy |
|