Atria Wealth Solutions’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Sell |
25,445
-172,493
| -87% | -$4.01M | 0.01% | 839 |
|
|
2025
Q1 | $4.56M | Sell |
197,938
-10,295
| -5% | -$237K | 0.05% | 363 |
|
|
2024
Q4 | $4.73M | Sell |
208,233
-22,730
| -10% | -$516K | 0.05% | 364 |
|
|
2024
Q3 | $5.49M | Buy |
230,963
+2,101
| +0.9% | +$50K | 0.06% | 319 |
|
|
2024
Q2 | $5.2M | Sell |
228,862
-3,194
| -1% | -$72.6K | 0.06% | 330 |
|
|
2024
Q1 | $5.33M | Buy |
232,056
+23,192
| +11% | +$533K | 0.06% | 318 |
|
|
2023
Q4 | $4.86M | Buy |
208,864
+28,819
| +16% | +$671K | 0.06% | 313 |
|
|
2023
Q3 | $3.92M | Sell |
180,045
-14,398
| -7% | -$313K | 0.05% | 349 |
|
|
2023
Q2 | $4.42M | Buy |
194,443
+2,246
| +1% | +$51.1K | 0.06% | 319 |
|
|
2023
Q1 | $4.42M | Buy |
192,197
+74,590
| +63% | +$1.72M | 0.07% | 294 |
|
|
2022
Q4 | $2.62M | Buy |
117,607
+1,994
| +2% | +$44.5K | 0.04% | 423 |
|
|
2022
Q3 | $2.52M | Buy |
115,613
+6,674
| +6% | +$145K | 0.04% | 397 |
|
|
2022
Q2 | $2.52M | Buy |
108,939
+17,627
| +19% | +$408K | 0.05% | 362 |
|
|
2022
Q1 | $2.3M | Buy |
+91,312
| New | +$2.3M | 0.04% | 442 |
|