Arlington Financial 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 | $4.1M | Sell |
163,051
-7,813
| -5% | -$197K | 0.67% | 41 |
|
|
2025
Q1 | $4.27M | Buy |
170,864
+2,033
| +1% | +$50.8K | 0.75% | 37 |
|
|
2024
Q4 | $4.17M | Buy |
168,831
+5,696
| +3% | +$141K | 0.83% | 36 |
|
|
2024
Q3 | $4.1M | Buy |
163,135
+7,453
| +5% | +$188K | 0.84% | 34 |
|
|
2024
Q2 | $3.81M | Buy |
155,682
+16,895
| +12% | +$414K | 0.84% | 31 |
|
|
2024
Q1 | $3.4M | Buy |
138,787
+10,238
| +8% | +$251K | 0.75% | 36 |
|
|
2023
Q4 | $3.15M | Buy |
128,549
+2,828
| +2% | +$69.2K | 0.94% | 34 |
|
|
2023
Q3 | $2.99M | Sell |
125,721
-3,735
| -3% | -$88.8K | 1.06% | 32 |
|
|
2023
Q2 | $3.1M | Buy |
129,456
+12,692
| +11% | +$303K | 1.13% | 28 |
|
|
2023
Q1 | $2.81M | Sell |
116,764
-10,409
| -8% | -$250K | 1.08% | 30 |
|
|
2022
Q4 | $3.02M | Sell |
127,173
-13,474
| -10% | -$320K | 1.27% | 23 |
|
|
2022
Q3 | $3.3M | Sell |
140,647
-2,407
| -2% | -$56.5K | 1.68% | 17 |
|
|
2022
Q2 | $3.45M | Sell |
143,054
-2,248
| -2% | -$54.2K | 1.55% | 16 |
|
|
2022
Q1 | $3.58M | Buy |
145,302
+19,907
| +16% | +$490K | 1.36% | 21 |
|
|
2021
Q4 | $3.22M | Sell |
125,395
-7,574
| -6% | -$194K | 1.09% | 31 |
|
|
2021
Q3 | $3.46M | Buy |
132,969
+4,651
| +4% | +$121K | 1.35% | 26 |
|
|
2021
Q2 | $3.34M | Buy |
128,318
+6,938
| +6% | +$181K | 1.27% | 28 |
|
|
2021
Q1 | $3.15M | Buy |
121,380
+26,191
| +28% | +$680K | 1.28% | 26 |
|
|
2020
Q4 | $2.49M | Buy |
95,189
+12,509
| +15% | +$327K | 1.05% | 28 |
|
|
2020
Q3 | $2.16M | Buy |
82,680
+64,930
| +366% | +$1.69M | 1.11% | 28 |
|
|
2020
Q2 | $462K | Buy |
17,750
+3,581
| +25% | +$93.2K | 0.26% | 45 |
|
|
2020
Q1 | $353K | Buy |
14,169
+203
| +1% | +$5.06K | 0.25% | 44 |
|
|
2019
Q4 | $355K | Buy |
13,966
+3,300
| +31% | +$83.9K | 0.2% | 45 |
|
|
2019
Q3 | $271K | Buy |
10,666
+2,305
| +28% | +$58.6K | 0.15% | 46 |
|
|
2019
Q2 | $212K | Buy |
+8,361
| New | +$212K | 0.12% | 51 |
|