Arbor Trust Wealth 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 | – | Sell |
-15,429
| Closed | -$386K | – | 94 |
|
|
2025
Q1 | $386K | Hold |
15,429
| – | – | 0.18% | 68 |
|
|
2024
Q4 | $381K | Hold |
15,429
| – | – | 0.18% | 71 |
|
|
2024
Q3 | $378K | Hold |
15,429
| – | – | 0.2% | 72 |
|
|
2024
Q2 | $378K | Hold |
15,429
| – | – | 0.2% | 72 |
|
|
2024
Q1 | $374K | Hold |
15,429
| – | – | 0.21% | 74 |
|
|
2023
Q4 | $378K | Hold |
15,429
| – | – | 0.22% | 71 |
|
|
2023
Q3 | $367K | Hold |
15,429
| – | – | 0.24% | 66 |
|
|
2023
Q2 | $369K | Hold |
15,429
| – | – | 0.23% | 66 |
|
|
2023
Q1 | $371K | Hold |
15,429
| – | – | 0.24% | 68 |
|
|
2022
Q4 | $367K | Hold |
15,429
| – | – | 0.25% | 69 |
|
|
2022
Q3 | $362K | Hold |
15,429
| – | – | 0.28% | 66 |
|
|
2022
Q2 | $372K | Sell |
15,429
-770
| -5% | -$18.6K | 0.26% | 73 |
|
|
2022
Q1 | $399K | Hold |
16,199
| – | – | 0.24% | 75 |
|
|
2021
Q4 | $416K | Hold |
16,199
| – | – | 0.24% | 72 |
|
|
2021
Q3 | $421K | Hold |
16,199
| – | – | 0.26% | 68 |
|
|
2021
Q2 | $422K | Hold |
16,199
| – | – | 0.26% | 69 |
|
|
2021
Q1 | $421K | Hold |
16,199
| – | – | 0.28% | 64 |
|
|
2020
Q4 | $424K | Hold |
16,199
| – | – | 0.31% | 63 |
|
|
2020
Q3 | $423K | Hold |
16,199
| – | – | 0.37% | 57 |
|
|
2020
Q2 | $421K | Buy |
16,199
+2,120
| +15% | +$55.1K | 0.38% | 58 |
|
|
2020
Q1 | $351K | Buy |
14,079
+3,916
| +39% | +$97.6K | 0.37% | 56 |
|
|
2019
Q4 | $258K | Buy |
+10,163
| New | +$258K | 0.22% | 75 |
|