Atria Wealth Solutions’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Sell	8,681 -405	-4%	-$10.1K	﹤0.01%	1346
2025 Q1	$227K	Sell	9,086 -54,217	-86%	-$1.35M	﹤0.01%	1648
2024 Q4	$1.56M	Buy	63,303 +2,139	+3%	+$53.1K	0.02%	738
2024 Q3	$1.54M	Buy	+61,164	New	+$1.52M	0.02%	739
2024 Q2	–	Sell	-17,601	Closed	-$431K	–	2057
2024 Q1	$431K	Sell	17,601 -1,449	-8%	-$35.4K	﹤0.01%	1338
2023 Q4	$466K	Buy	19,050 +743	+4%	+$17.8K	0.01%	1251
2023 Q3	$435K	Sell	18,307 -10,792	-37%	-$258K	0.01%	1196
2023 Q2	$696K	Sell	29,099 -1,159	-4%	-$27.8K	0.01%	1009
2023 Q1	$728K	Sell	30,258 -18,633	-38%	-$446K	0.01%	950
2022 Q4	$1.16M	Buy	48,891 +24,118	+97%	+$569K	0.02%	685
2022 Q3	$582K	Sell	24,773 -139	-0.6%	-$3.34K	0.01%	942
2022 Q2	$600K	Sell	24,912 -1,466	-6%	-$35.6K	0.01%	886
2022 Q1	$649K	Buy	+26,378	New	+$662K	0.01%	924