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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
8,681
-405
| -4% | -$10.1K | ﹤0.01% | 1345 |
|
|
2025
Q1 | $227K | Sell |
9,086
-54,217
| -86% | -$1.35M | ﹤0.01% | 1639 |
|
|
2024
Q4 | $1.56M | Buy |
63,303
+2,139
| +3% | +$52.8K | 0.02% | 735 |
|
|
2024
Q3 | $1.54M | Buy |
+61,164
| New | +$1.54M | 0.02% | 735 |
|
|
2024
Q2 | – | Sell |
-17,601
| Closed | -$431K | – | 2031 |
|
|
2024
Q1 | $431K | Sell |
17,601
-1,449
| -8% | -$35.5K | ﹤0.01% | 1332 |
|
|
2023
Q4 | $466K | Buy |
19,050
+743
| +4% | +$18.2K | 0.01% | 1240 |
|
|
2023
Q3 | $435K | Sell |
18,307
-10,792
| -37% | -$257K | 0.01% | 1190 |
|
|
2023
Q2 | $696K | Sell |
29,099
-1,159
| -4% | -$27.7K | 0.01% | 1006 |
|
|
2023
Q1 | $728K | Sell |
30,258
-18,633
| -38% | -$448K | 0.01% | 948 |
|
|
2022
Q4 | $1.16M | Buy |
48,891
+24,118
| +97% | +$573K | 0.02% | 683 |
|
|
2022
Q3 | $582K | Sell |
24,773
-139
| -0.6% | -$3.27K | 0.01% | 939 |
|
|
2022
Q2 | $600K | Sell |
24,912
-1,466
| -6% | -$35.3K | 0.01% | 861 |
|
|
2022
Q1 | $649K | Buy |
+26,378
| New | +$649K | 0.01% | 924 |
|