Aprio Wealth Management’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 | $667K | Buy |
28,720
+3,482
| +14% | +$80.9K | 0.08% | 154 |
|
|
2025
Q1 | $582K | Sell |
25,238
-9,517
| -27% | -$219K | 0.07% | 159 |
|
|
2024
Q4 | $790K | Buy |
34,755
+464
| +1% | +$10.5K | 0.12% | 99 |
|
|
2024
Q3 | $816K | Buy |
34,291
+66
| +0.2% | +$1.57K | 0.13% | 91 |
|
|
2024
Q2 | $778K | Buy |
34,225
+10,117
| +42% | +$230K | 0.14% | 86 |
|
|
2024
Q1 | $554K | Buy |
+24,108
| New | +$554K | 0.11% | 96 |
|
|
2023
Q4 | – | Sell |
-47,177
| Closed | -$1.03M | – | 213 |
|
|
2023
Q3 | $1.03M | Buy |
47,177
+13,963
| +42% | +$304K | 0.28% | 47 |
|
|
2023
Q2 | $755K | Buy |
33,214
+1,201
| +4% | +$27.3K | 0.21% | 52 |
|
|
2023
Q1 | $737K | Sell |
32,013
-8,916
| -22% | -$205K | 0.23% | 45 |
|
|
2022
Q4 | $913K | Buy |
40,929
+31,059
| +315% | +$693K | 0.32% | 39 |
|
|
2022
Q3 | $215K | Buy |
+9,870
| New | +$215K | 0.09% | 98 |
|