Aptus Capital 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 | $587K | Buy |
23,337
+49
| +0.2% | +$1.23K | ﹤0.01% | 628 |
|
2025
Q1 | $582K | Sell |
23,288
-327
| -1% | -$8.17K | 0.01% | 599 |
|
2024
Q4 | $583K | Buy |
23,615
+22,474
| +1,970% | +$555K | 0.01% | 583 |
|
2024
Q3 | $28.7K | Buy |
+1,141
| New | +$28.7K | ﹤0.01% | 999 |
|
2023
Q2 | – | Sell |
-389
| Closed | -$9.36K | – | 844 |
|
2023
Q1 | $9.36K | Sell |
389
-231
| -37% | -$5.56K | ﹤0.01% | 684 |
|
2022
Q4 | $14.7K | Buy |
620
+246
| +66% | +$5.85K | ﹤0.01% | 671 |
|
2022
Q3 | $9K | Buy |
+374
| New | +$9K | ﹤0.01% | 669 |
|
2021
Q1 | – | Sell |
-349
| Closed | -$9K | – | 533 |
|
2020
Q4 | $9K | Hold |
349
| – | – | ﹤0.01% | 407 |
|
2020
Q3 | $9K | Buy |
+349
| New | +$9K | ﹤0.01% | 396 |
|